We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1501
Golden State Wealth Management
California
$700K -$342K -1,587 -32%
CC
1502
Caxton Corporation
New Jersey
$699K -$11.2K -52 -2%
SHWM
1503
Silicon Hills Wealth Management
Texas
$699K
CIAS
1504
Capital Investment Advisory Services
North Carolina
$699K +$167K +778 +31%
DA
1505
DSC Advisors
Illinois
$698K +$55.5K +258 +9%
HPWM
1506
Highland Private Wealth Management
Washington
$697K +$8.61K +40 +1%
CAG
1507
Csenge Advisory Group
Florida
$695K +$102K +475 +17%
ACM
1508
Advisors Capital Management
New Jersey
$694K -$156K -724 -18%
SWRP
1509
Summit Wealth & Retirement Planning
California
$693K -$29.1K -135 -4%
AF
1510
Advisornet Financial
Minnesota
$693K +$11.4K +53 +2%
FNBT
1511
FineMark National Bank & Trust
Florida
$692K -$7.75K -36 -1%
PTP
1512
Platform Technology Partners
New York
$691K -$68.4K -318 -9%
OIM
1513
Oder Investment Management
California
$687K +$133K +618 +24%
TWI
1514
Thomas White International
Illinois
$685K
LCM
1515
LCM Capital Management
Illinois
$685K +$9.04K +42 +1%
WFI
1516
West Family Investments
California
$685K +$34.9K +162 +5%
CCFP
1517
Charles Carroll Financial Partners
Massachusetts
$685K +$694K +3,225 New
GT
1518
Glenview Trust
Kentucky
$683K +$52.3K +243 +8%
ACS
1519
Archford Capital Strategies
Illinois
$679K +$482K +2,238 +225%
Balyasny Asset Management
1520
Balyasny Asset Management
Illinois
$679K +$689K +3,200 New
BIA
1521
Benchmark Investment Advisors
Illinois
$678K +$19.4K +90 +3%
JC
1522
JB Capital
Connecticut
$678K +$313K +1,455 +84%
AI
1523
Atom Investors
Texas
$676K -$393K -1,825 -36%
ACM
1524
Allred Capital Management
Texas
$676K -$186K -864 -21%
VWA
1525
Visionary Wealth Advisors
Illinois
$676K +$117K +543 +21%