We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1576
Sonora Investment Management
Arizona
$428K +$6.91K +30 +2%
MG
1577
Markel Group
Virginia
$428K +$404K +1,753 New
ICP
1578
Interchange Capital Partners
Pennsylvania
$422K -$32.3K -140 -7%
CIP
1579
Convergence Investment Partners
Florida
$420K -$20.5K -89 -5%
CFO
1580
CVA Family Office
Colorado
$420K +$289K +1,254 +270%
TFCP
1581
Twin Focus Capital Partners
Massachusetts
$417K +$394K +1,708 New
WA
1582
WBH Advisory
Maryland
$412K -$6.91K -30 -2%
MWM
1583
Mattern Wealth Management
Kansas
$412K -$4.84K -21 -1%
GWM
1584
Geneos Wealth Management
Colorado
$409K -$564K -2,448 -60%
NJBEST
1585
New Jersey Better Educational Savings Trust
New Jersey
$405K – – –
JGIA
1586
Jackson Grant Investment Advisers
Connecticut
$404K -$69.1K -300 -15%
DL
1587
DOHJ LLC
Washington
$402K -$691 -3 -0.2%
RT
1588
Rockland Trust
Massachusetts
$399K – – –
CWP
1589
Curated Wealth Partners
California
$398K -$5.76K -25 -2%
SF
1590
Summit Financial
New Jersey
$397K +$375K +1,626 New
WRM
1591
Weybosset Research & Management
Rhode Island
$397K +$34.6K +150 +10%
NFSG
1592
Newbridge Financial Services Group
Florida
$395K -$11.3K -49 -3%
JFA
1593
JNBA Financial Advisors
Minnesota
$394K +$40.3K +175 +12%
TNA
1594
True North Advisors
Texas
$393K +$23K +100 +7%
CL
1595
Choreo LLC
Illinois
$393K +$107K +466 +41%
SXL
1596
Summit X LLC
Missouri
$392K +$461 +2 +0.1%
PP
1597
PDS Planning
Ohio
$392K +$71.4K +310 +24%
WPC
1598
Waters Parkerson & Co
Louisiana
$392K +$83.9K +364 +29%
KCPG
1599
Kavar Capital Partners Group
Kansas
$391K – – –
MC
1600
Maverick Capital
Texas
$391K +$369K +1,601 New
62 63
64
65 66