We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1401
CTC Alternative Strategies
Illinois
$705K +$791K +4,500 New
FG
1402
Fiduciary Group
Georgia
$703K -$55.9K -318 -7%
TNA
1403
True North Advisors
Texas
$701K +$387K +2,200 +97%
NFSG
1404
Newbridge Financial Services Group
Florida
$701K +$519K +2,950 +194%
NPT
1405
National Philanthropic Trust
Pennsylvania
$700K +$8.44K +48 +1%
BF
1406
bLong Financial
Tennessee
$698K – – –
ACM
1407
Allred Capital Management
Texas
$698K -$14.6K -83 -2%
OP
1408
Oslo Pensjonsforsikring
$695K -$99.5K -566 -11%
GSIAS
1409
Garden State Investment Advisory Services
New Jersey
$695K +$420K +2,388 +117%
SFG
1410
Shum Financial Group
California
$694K +$29.5K +168 +4%
MG
1411
Mather Group
Illinois
$694K -$27.3K -155 -3%
SAM
1412
Simplify Asset Management
Nevada
$692K +$777K +4,420 New
GWANC
1413
Guardian Wealth Advisors (North Carolina)
North Carolina
$691K +$55.7K +317 +8%
EP
1414
Evelyn Partners
$691K +$775K +4,410 New
TW
1415
Tempo Wealth
Ohio
$690K +$37.5K +213 +5%
IAS
1416
IMA Advisory Services
Colorado
$690K -$290K -1,652 -27%
KCM
1417
KRS Capital Management
Michigan
$689K -$59.4K -338 -7%
GC
1418
Garde Capital
Washington
$689K -$426K -2,422 -36%
RB
1419
Richmond Brothers
Michigan
$689K +$773K +4,397 New
FC
1420
Fairscale Capital
New Hampshire
$688K -$44.5K -253 -5%
TC
1421
TownSquare Capital
Utah
$686K +$39.6K +225 +5%
EFG
1422
Everhart Financial Group
Ohio
$686K -$364K -2,071 -32%
DCM
1423
Delaney Capital Management
$685K +$769K +4,372 New
DFA
1424
Delta Financial Advisors
Louisiana
$684K -$69.8K -397 -8%
BW
1425
BIP Wealth
Georgia
$684K -$232K -1,318 -23%
55 56
57
58 59