We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1576
Tarbox Family Office
California
$680K +$6.46K +23 +0.9%
IGGA
1577
Iron Gate Global Advisors
Utah
$680K +$59.6K +212 +8%
AAM
1578
Ascension Asset Management
New York
$679K -$950K -3,380 -56%
CWM
1579
C2C Wealth Management
Arizona
$679K +$751K +2,671 New
CFG
1580
Citizens Financial Group
Rhode Island
$678K -$90.5K -322 -11%
SFPG
1581
Stonebridge Financial Planning Group
Florida
$678K – – –
BDF
1582
Balasa Dinverno & Foltz
$675K -$6.18K -22 -0.8%
SC
1583
Saiph Capital
New Jersey
$674K +$745K +2,651 New
FNT
1584
First Nebraska Trust
Nebraska
$671K +$2.25K +8 +0.3%
SWP
1585
Strategic Wealth Partners
Ohio
$671K -$86.5K -308 -10%
TWM
1586
Tradition Wealth Management
Minnesota
$671K +$1.12K +4 +0.2%
VWA
1587
Visionary Wealth Advisors
Illinois
$671K +$201K +717 +37%
CM
1588
Capula Management
Cayman Islands
$668K -$3.81M -13,569 -84%
SAM
1589
Silvercrest Asset Management
New York
$667K -$65.8K -234 -8%
OIM
1590
Oder Investment Management
California
$665K -$75K -267 -9%
EA
1591
Echo45 Advisors
California
$665K +$735K +2,617 New
PFG
1592
PAX Financial Group
Texas
$660K +$430K +1,531 +143%
PC
1593
Periscope Capital
Ontario, Canada
$660K +$731K +2,600 New
PNC
1594
Park National Corp
Ohio
$659K – – –
GA
1595
Geller Advisors
New York
$658K +$3.09K +11 +0.4%
SC
1596
Saturna Capital
Washington
$652K +$79K +281 +12%
CCM
1597
Conway Capital Management
California
$651K -$42.1K -150 -6%
SB
1598
Sunflower Bank
Texas
$649K -$34.6K -123 -5%
KP
1599
Keel Point
Alabama
$648K +$46.1K +164 +7%
BC
1600
Bowman & Company
Wisconsin
$648K +$718K +2,554 New
62 63
64
65 66