We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1376
BOK Financial Private Wealth
Colorado
$1.49M -$180K -702 -11%
GPA
1377
Guerra Pan Advisors
New Jersey
$1.49M – – –
LCM
1378
Lazari Capital Management
California
$1.49M -$59.9K -234 -4%
KCM
1379
KRS Capital Management
Michigan
$1.48M -$75.8K -296 -5%
CAWM
1380
Capital Advisors Wealth Management
Washington
$1.48M -$92.2K -360 -6%
FMLI
1381
Fukoku Mutual Life Insurance
Japan
$1.48M +$85K +332 +7%
HAG
1382
HF Advisory Group
Maryland
$1.48M +$466K +1,821 +51%
CB
1383
Community Bank
New York
$1.48M +$120K +469 +10%
LPT
1384
Legacy Private Trust
Wisconsin
$1.47M -$1.11M -4,328 -45%
PIWA
1385
Prevail Innovative Wealth Advisors
Kansas
$1.47M +$1.37M +5,368 New
BI
1386
Ballast Inc
Kentucky
$1.47M -$15.1K -59 -1%
KMWM
1387
Keudell/Morrison Wealth Management
Oregon
$1.47M -$269K -1,049 -16%
IIM
1388
Intact Investment Management
Quebec, Canada
$1.46M -$120K -470 -8%
B
1389
Birchbrook
Maine
$1.46M +$70.7K +276 +5%
KJHP
1390
K.J. Harrison & Partners
Ontario, Canada
$1.46M +$1.28M +5,000 New
EWA
1391
Etesian Wealth Advisors
Oregon
$1.45M +$209K +816 +18%
FMTC
1392
Farmers & Merchants Trust Company
California
$1.45M -$20K -78 -1%
SC
1393
Sapient Capital
Indiana
$1.44M -$256 -1 -0%
SC
1394
Syon Capital
California
$1.43M -$35.3K -138 -3%
VF
1395
Vest Financial
Virginia
$1.42M +$836K +3,262 +168%
SCA
1396
St. Clair Advisors
Ohio
$1.42M -$51.2K -200 -4%
TIM
1397
Thor Investment Management
Ohio
$1.42M -$16.4K -64 -1%
HIM
1398
Hillsdale Investment Management
Ontario, Canada
$1.41M +$216K +844 +20%
NAS
1399
Nicolet Advisory Services
Wisconsin
$1.41M -$9.99K -39 -0.8%
BLC
1400
Brown, Lisle/Cummings
Rhode Island
$1.41M +$32K +125 +2%
54 55
56
57 58