We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1426
IMA Advisory Services
Colorado
$690K -$290K -1,652 -27%
KCM
1427
KRS Capital Management
Michigan
$689K -$59.4K -338 -7%
GC
1428
Garde Capital
Washington
$689K -$426K -2,422 -36%
RB
1429
Richmond Brothers
Michigan
$689K +$773K +4,397 New
FC
1430
Fairscale Capital
New Hampshire
$688K -$44.5K -253 -5%
TC
1431
TownSquare Capital
Utah
$686K +$39.6K +225 +5%
EFG
1432
Everhart Financial Group
Ohio
$686K -$364K -2,071 -32%
DCM
1433
Delaney Capital Management
$685K +$769K +4,372 New
DFA
1434
Delta Financial Advisors
Louisiana
$684K -$69.8K -397 -8%
BW
1435
BIP Wealth
Georgia
$684K -$232K -1,318 -23%
MDA
1436
Minot DeBlois Advisors
Massachusetts
$683K -$4.04K -23 -0.5%
NA
1437
Navellier & Associates
Nevada
$681K -$12.8K -73 -2%
PA
1438
Persium Advisors
Georgia
$681K +$115K +653 +18%
CAI
1439
Capital Advisors Inc
Oklahoma
$680K +$352K +1,999 +85%
WCCM
1440
Willow Creek Capital Management
Montana
$680K +$764K +4,343 New
PMG
1441
ProVise Management Group
Florida
$680K -$218K -1,239 -22%
CWS
1442
Confluence Wealth Services
Pennsylvania
$679K -$258K -1,468 -25%
AFAS
1443
Acorn Financial Advisory Services
Virginia
$679K -$117K -663 -13%
PA
1444
Probity Advisors
Texas
$679K +$19.9K +113 +3%
HT
1445
Heritage Trust
Oklahoma
$678K -$91.4K -520 -11%
CAM
1446
Cidel Asset Management
Ontario, Canada
$676K +$146K +831 +24%
HTI
1447
Hikari Tsushin Inc
Japan
$673K +$1.23K +7 +0.2%
SW
1448
SVB Wealth
Massachusetts
$673K -$10.6K -60 -1%
EPA
1449
Element Pointe Advisors
Florida
$672K +$754K +4,287 New
WFA
1450
WJ Financial Advisors
Connecticut
$670K -$2.11K -12 -0.3%
56 57
58
59 60