We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1351
AA Financial Advisors
Ohio
$1.67M +$20.6K +83 +1%
EI
1352
Ellevest Inc
New York
$1.66M -$15.7K -63 -1%
APP
1353
Avantax Planning Partners
Iowa
$1.65M +$46.7K +188 +3%
AAM
1354
Augustine Asset Management
Florida
$1.65M -$5.22K -21 -0.3%
BI
1355
Ballast Inc
Kentucky
$1.65M +$118K +476 +8%
AGWCA
1356
Annis Gardner Whiting Capital Advisors
Florida
$1.65M +$102K +412 +7%
MFG
1357
MidWestOne Financial Group
Iowa
$1.64M +$292K +1,175 +23%
WIS
1358
Wright Investors Service
Connecticut
$1.64M +$11.7K +47 +0.8%
CWM
1359
Castle Wealth Management
Florida
$1.63M -$88.5K -356 -5%
FPF
1360
First Pacific Financial
Washington
$1.63M -$23.4K -94 -2%
FPL
1361
Fortress Private Ledger
North Carolina
$1.63M -$112K -450 -7%
KFAS
1362
Keating Financial Advisory Services
Kansas
$1.63M +$1.53M +6,140 New
CTFG
1363
Capstone Triton Financial Group
Oklahoma
$1.63M +$123K +493 +9%
TAFW
1364
Tred Avon Family Wealth
Maryland
$1.62M +$224K +902 +17%
SJIM
1365
St. Johns Investment Management
Florida
$1.62M -$73.8K -297 -5%
Q
1366
QVR
California
$1.62M +$1.52M +6,109 New
IAS
1367
IMA Advisory Services
Colorado
$1.62M -$42.2K -170 -3%
HWM
1368
Hohimer Wealth Management
Washington
$1.61M -$1.81M -7,264 -54%
HIA
1369
Harbor Investment Advisory
Maryland
$1.61M -$231K -929 -4%
PAM
1370
Paradigm Asset Management
New York
$1.6M -$124K -500 -8%
MCM
1371
Mainstream Capital Management
California
$1.6M -$66.8K -269 -4%
CCG
1372
Cypress Capital Group
Florida
$1.6M -$7.46K -30 -0.5%
TPWA
1373
TRUE Private Wealth Advisors
Oregon
$1.6M +$4.72K +19 +0.3%
SCM
1374
Sandler Capital Management
New York
$1.59M +$1.49M +6,000 New
CFP
1375
Catalyst Financial Partners
Massachusetts
$1.59M +$121K +485 +9%
53 54
55
56 57