We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1351
Venturi Wealth Management
Texas
$1.02M +$7.56K +35 +0.7%
VIM
1352
VELA Investment Management
Ohio
$1.02M – – –
CCG
1353
Coastwise Capital Group
California
$1.02M -$48K -222 -4%
WG
1354
Winton Group
United Kingdom
$1.01M +$246K +1,138 +29%
DFC
1355
DB Fitzpatrick & Co
Idaho
$1.01M -$610K -2,821 -36%
SG
1356
StoneX Group
New York
$1.01M +$1.95K +9 +0.2%
LB
1357
Legacy Bridge
Iowa
$1.01M – – –
OWA
1358
Octavia Wealth Advisors
Ohio
$1.01M +$21.8K +101 +2%
CT
1359
Coastline Trust
Rhode Island
$1.01M +$111K +516 +12%
PAM
1360
Paradigm Asset Management
New York
$1M – – –
FMTC
1361
Farmers & Merchants Trust Company
California
$1M -$190K -878 -15%
FFN
1362
Focus Financial Network
Minnesota
$1M +$16.4K +76 +2%
BOM
1363
Bank of Marin
California
$999K -$76.1K -352 -7%
BLC
1364
Brown, Lisle/Cummings
Rhode Island
$997K +$43.2K +200 +4%
CAM
1365
Congress Asset Management
Massachusetts
$997K – – –
RWA
1366
Rainsberger Wealth Advisors
Colorado
$995K +$4.11K +19 +0.4%
PPW
1367
Parcion Private Wealth
Washington
$994K -$4.54K -21 -0.4%
AWA
1368
Aaron Wealth Advisors
Illinois
$993K -$118K -546 -10%
FIM
1369
Freedom Investment Management
Connecticut
$989K -$134K -620 -11%
SIG
1370
Sargent Investment Group
Maryland
$988K +$59.6K +276 +6%
BO
1371
Bank OZK
Arkansas
$987K -$759K -3,513 -42%
OAM
1372
Occidental Asset Management
California
$984K -$346K -1,600 -25%
EI
1373
Ellevest Inc
New York
$983K +$47.3K +219 +5%
OIS
1374
Okabena Investment Services
Minnesota
$983K -$66.5K -308 -6%
WAOI
1375
Wealth Advisors of Iowa
Iowa
$982K – – –
53 54
55
56 57