We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1451
Evermay Wealth Management
Virginia
$627K -$9.91K -43 -2%
SOW
1452
State of Wyoming
Wyoming
$622K +$173K +751 +42%
VWA
1453
Visionary Wealth Advisors
Illinois
$620K -$19.4K -84 -3%
CL
1454
CPWM LLC
Washington
$616K +$11.3K +49 +2%
KOMWMG
1455
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$614K +$39.2K +170 +7%
CA
1456
CGN Advisors
Kansas
$612K +$18K +78 +3%
SFG
1457
SageGuard Financial Group
Tennessee
$611K -$266K -1,152 -32%
RPCA
1458
Running Point Capital Advisors
California
$607K +$7.61K +33 +1%
VA
1459
Valmark Advisers
Ohio
$607K +$573K +2,485 New
AF
1460
Advisornet Financial
Minnesota
$605K -$67.3K -292 -11%
EI
1461
Ellevest Inc
New York
$602K +$56.7K +246 +11%
VWM
1462
Venturi Wealth Management
Texas
$598K -$218K -944 -28%
GRP
1463
Global Retirement Partners
California
$597K -$2.4M -10,417 -81%
FFC
1464
First Financial Corp
Indiana
$597K -$2.31K -10 -0.4%
KPW
1465
Kore Private Wealth
New York
$594K +$46.1K +200 +9%
KFI
1466
Key Financial Inc
Pennsylvania
$593K – – –
HCM
1467
Harvey Capital Management
Florida
$586K – – –
AFM
1468
Andesa Financial Management
Pennsylvania
$583K +$10.6K +46 +2%
TA
1469
TFG Advisers
Michigan
$582K -$4.15K -18 -0.7%
AA
1470
Ancora Advisors
Ohio
$581K +$14.5K +63 +3%
CFG
1471
Citizens Financial Group
Rhode Island
$580K -$46.1K -200 -8%
CFG
1472
Cooper Financial Group
California
$580K -$31.1K -135 -5%
AWM
1473
Aevitas Wealth Management
Massachusetts
$579K +$53K +230 +11%
ACH
1474
ArrowMark Colorado Holdings
Colorado
$576K -$995K -4,316 -65%
TWM
1475
Tradition Wealth Management
Minnesota
$576K -$119K -517 -18%
57 58
59
60 61