We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1401
Trust Company
Kansas
$1.52M +$101K +407 +8%
CB
1402
CNB Bank
Pennsylvania
$1.52M +$54.9K +221 +4%
LFS
1403
Littlejohn Financial Services
Oregon
$1.52M -$36.5K -147 -3%
EFG
1404
Embree Financial Group
Illinois
$1.51M +$81K +326 +6%
VWA
1405
Visionary Wealth Advisors
Illinois
$1.51M +$81.8K +329 +6%
FG
1406
Fiduciary Group
Georgia
$1.51M -$43.5K -175 -3%
ACM
1407
Ayrshire Capital Management
Connecticut
$1.51M +$42K +169 +3%
SC
1408
Saturna Capital
Washington
$1.51M -$174K -700 -11%
MSK
1409
Melissa S. Kampmann
$1.51M -$267K -1,075 -14%
GPA
1410
Guerra Pan Advisors
New Jersey
$1.5M -$24.6K -99 -2%
QPBE
1411
Quintet Private Bank (Europe)
Luxembourg
$1.5M -$1.7M -6,852 -55%
JF
1412
Jump Financial
Illinois
$1.5M +$665K +2,675 +89%
IQI
1413
Integrated Quantitative Investments
Washington
$1.5M +$348K +1,400 +33%
SWA
1414
Sax Wealth Advisors
New Jersey
$1.5M +$133K +535 +10%
GKWIM
1415
Gerber Kawasaki Wealth & Investment Management
California
$1.5M +$87.7K +353 +7%
AT
1416
Adelphi Trust
Florida
$1.5M +$1.41M +5,657 New
PPWM
1417
Paragon Private Wealth Management
Kentucky
$1.49M -$221K -889 -14%
LWL
1418
Leo Wealth LLC
Texas
$1.49M +$1.4M +5,638 New
CPA
1419
Capital Performance Advisors
California
$1.49M +$115K +462 +9%
EPW
1420
Elevated Private Wealth
Wisconsin
$1.49M +$1.4M +5,631 New
BTWM
1421
Baker Tilly Wealth Management
Wisconsin
$1.49M +$297K +1,197 +27%
PIA
1422
Perennial Investment Advisors
California
$1.49M -$23.4K -94 -2%
PVI
1423
Pine Valley Investments
New Jersey
$1.49M -$45.7K -184 -3%
JMFC
1424
J.M. Forbes & Co
Massachusetts
$1.49M -$7.99M -32,162 -85%
CCA
1425
Childress Capital Advisors
Texas
$1.48M +$497K +2,001 +56%
55 56
57
58 59