We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1551
Obermeyer Wealth Partners
Colorado
$1.36M +$72.5K +271 +6%
AA
1552
Alta Advisers
United Kingdom
$1.36M – – –
VBCG
1553
Valley Brook Capital Group
Pennsylvania
$1.36M +$69.5K +260 +6%
EPIME
1554
Evelyn Partners Investment Management (Europe)
$1.35M -$220K -824 -14%
PBT
1555
Pictet Bank & Trust
Bahamas
$1.34M – – –
JFG
1556
Jefferies Financial Group
New York
$1.34M -$1.67M -6,255 -56%
UWS
1557
Unique Wealth Strategies
Illinois
$1.34M -$733K -2,740 -36%
FFS
1558
Founders Financial Securities
Maryland
$1.34M -$83.7K -313 -6%
GWSG
1559
GPS Wealth Strategies Group
Colorado
$1.34M +$50K +187 +4%
EWA
1560
Etesian Wealth Advisors
Oregon
$1.34M -$35K -131 -3%
BF
1561
bLong Financial
Tennessee
$1.34M +$21.4K +80 +2%
RP
1562
Raelipskie Partnership
Ontario, Canada
$1.34M +$134K +500 +11%
AF
1563
Aviso Financial
Ontario, Canada
$1.33M +$178K +666 +16%
NAS
1564
Nicolet Advisory Services
Wisconsin
$1.33M -$81.3K -304 -5%
LPAM
1565
Lodestar Private Asset Management
California
$1.33M -$456K -1,704 -26%
WIM
1566
Westside Investment Management
California
$1.33M +$51.6K +193 +4%
RCAG
1567
Rehmann Capital Advisory Group
Michigan
$1.33M -$90.9K -340 -7%
AB
1568
ANB Bank
Colorado
$1.32M +$264K +987 +26%
PMA
1569
Prudent Man Advisors
Illinois
$1.32M +$319K +1,192 +33%
CWM
1570
Chemistry Wealth Management
New York
$1.32M -$48.1K -180 -4%
IWA
1571
Invera Wealth Advisors
Oregon
$1.32M -$24.1K -90 -2%
NA
1572
Navellier & Associates
Nevada
$1.32M – – –
PSP
1573
Principal Street Partners
Tennessee
$1.32M +$395K +1,479 +44%
TBC
1574
Ted Buchan & Co
California
$1.32M +$221K +827 +21%
PWM
1575
Palacios Wealth Management
Florida
$1.31M -$140K -525 -10%
61 62
63
64 65