We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1426
Generation Capital Management
New York
$1.7M +$344K +1,105 +21%
BFS
1427
Bard Financial Services
Connecticut
$1.7M -$190K -610 -9%
SVWAG
1428
Sound View Wealth Advisors Group
Georgia
$1.7M -$317K -1,019 -14%
AC
1429
AlphaCore Capital
California
$1.68M +$720K +2,314 +59%
JCM
1430
Jacobi Capital Management
Pennsylvania
$1.67M +$49.5K +159 +3%
CPIA
1431
Cornell Pochily Investment Advisors
New York
$1.67M +$51.3K +165 +3%
PJSIMP
1432
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.67M -$25.5K -82 -1%
MFG
1433
MidWestOne Financial Group
Iowa
$1.66M -$204K -656 -10%
PI
1434
PFG Investments
New York
$1.66M +$50.7K +163 +3%
QWM
1435
Quadcap Wealth Management
Texas
$1.66M -$19.3K -62 -1%
LC
1436
Lindbrook Capital
California
$1.65M +$109K +350 +6%
CF
1437
Convergence Financial
Missouri
$1.65M +$112K +361 +6%
IPAM
1438
ICICI Prudential Asset Management
India
$1.65M -$8.71M -28,000 -82%
LWP
1439
LMG Wealth Partners
Louisiana
$1.64M +$79.3K +255 +4%
EFG
1440
Everhart Financial Group
Ohio
$1.64M +$113K +363 +6%
LA
1441
Legacy Advisors
Pennsylvania
$1.64M +$70.3K +226 +4%
OIS
1442
Okabena Investment Services
Minnesota
$1.64M -$593K -1,908 -24%
SMH
1443
Sanders Morris Harris
Texas
$1.64M – – –
NG
1444
Norden Group
Utah
$1.64M -$664K -2,134 -26%
LAM
1445
Lewis Asset Management
California
$1.63M -$40.4K -130 -2%
HAG
1446
HF Advisory Group
Maryland
$1.63M -$66.2K -213 -3%
BCM
1447
Beck Capital Management
Texas
$1.62M -$95.5K -307 -5%
EFG
1448
Embree Financial Group
Illinois
$1.62M +$477K +1,535 +34%
TPWA
1449
TRUE Private Wealth Advisors
Oregon
$1.62M +$49.1K +158 +3%
ST
1450
Sabal Trust
Florida
$1.61M +$1.5M +4,838 +411%
56 57
58
59 60