We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1526
Meridian Wealth Partners
Pennsylvania
$36K +$42.3K +247 New
EWP
1527
Engrave Wealth Partners
Texas
$34K +$6.17K +36 +18%
EIP
1528
Ellis Investment Partners
Pennsylvania
$33K
CHC
1529
City Holding Co
West Virginia
$33K +$8.57K +50 +28%
WQ
1530
Wealth Quarterback
New Jersey
$33K -$3.26M -19,019 -99%
HFM
1531
Hartford Financial Management
Connecticut
$30K -$105K -610 -75%
CDIA
1532
Capital Directions Investment Advisors
Georgia
$30K
AIS
1533
Accurate Investment Solutions
Pennsylvania
$30K +$30.3K +177 +632%
BAM
1534
Barrett Asset Management
New York
$29K
JWM
1535
Janiczek Wealth Management
Colorado
$29K
SCA
1536
Stonebridge Capital Advisors
Minnesota
$29K
DAM
1537
Delta Asset Management
Tennessee
$29K +$21.4K +125 +167%
RDWM
1538
Red Door Wealth Management
Tennessee
$29K +$35.1K +205 New
VCS
1539
Vaughan & Co Securities
New Jersey
$28.5K
BAMG
1540
Brand Asset Management Group
Missouri
$28K
AC
1541
AlphaCore Capital
California
$28K +$33.3K +194 New
CA
1542
Crewe Advisors
Utah
$26K
IRC
1543
Investors Research Corp
Georgia
$25K
MPWT
1544
MassMutual Private Wealth & Trust
Connecticut
$25K +$14.7K +86 +95%
SIS
1545
Sound Income Strategies
Florida
$24K +$1.72K +10 +6%
FCB
1546
First Command Bank
Texas
$23K
FCFS
1547
First Command Financial Services
Texas
$23K
BAM
1548
Bellevue Asset Management
Washington
$21K
CIAS
1549
CBIZ Investment Advisory Services
Ohio
$21K
HFS
1550
HBC Financial Services
Washington
$20K -$26.6K -155 -50%