We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1351
Sax Wealth Advisors
New Jersey
$784K -$233K -1,327 -24%
AIM
1352
Adapt Investment Managers
Switzerland
$784K -$2.98M -16,948 -77%
NIM
1353
Needham Investment Management
New York
$783K +$615K +3,500 +233%
IIM
1354
Ironwood Investment Management
Massachusetts
$782K – – –
JMA
1355
J.M. Arbour
Maine
$782K +$262K +1,491 +43%
NFG
1356
Nations Financial Group
Iowa
$781K -$1.07M -6,071 -55%
WIA
1357
Wealthedge Investment Advisors
New York
$780K -$1.26M -7,163 -59%
AWM
1358
Axxcess Wealth Management
California
$780K -$442K -2,511 -34%
RAM
1359
Ramirez Asset Management
New York
$780K -$528 -3 -0.1%
TBA
1360
Tower Bridge Advisors
Pennsylvania
$779K +$874K +4,972 New
DIA
1361
Dean Investment Associates
Ohio
$778K +$873K +4,966 New
FPF
1362
First Pacific Financial
Washington
$777K -$45.7K -260 -5%
MFP
1363
Meridian Financial Partners
Virginia
$777K -$65.4K -372 -7%
GIP
1364
Granite Investment Partners
California
$776K – – –
HC
1365
Hourglass Capital
Texas
$775K -$264K -1,500 -23%
WRPWM
1366
Werba Rubin Papier Wealth Management
California
$772K +$40.8K +232 +5%
RB
1367
Renasant Bank
Mississippi
$770K +$4.4K +25 +0.5%
JFGIW
1368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$769K -$8.97K -51 -1%
IFU
1369
iSAM Funds (UK)
United Kingdom
$768K +$606K +3,445 +237%
JMFC
1370
J.M. Forbes & Co
Massachusetts
$766K -$44K -250 -5%
ONSWM
1371
Old North State Wealth Management
North Carolina
$761K +$297K +1,687 +53%
LCGC
1372
Legacy Capital Group California
California
$761K -$51.3K -292 -6%
SLI
1373
Sumitomo Life Insurance
Japan
$754K -$50.3K -286 -6%
SC
1374
Saturna Capital
Washington
$752K -$42.9K -244 -5%
BLC
1375
Brown, Lisle/Cummings
Rhode Island
$751K -$23K -131 -3%
53 54
55
56 57