We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1601
Keebeck Wealth Management
Illinois
$60K +$54.6K +324 New
EC
1602
Estate Counselors
Wisconsin
$57K +$51.9K +308 New
MF
1603
Manchester Financial
California
$56K -$17K -101 -25%
CM
1604
Caption Management
Oklahoma
$56K
CAC
1605
Certified Advisory Corp
Florida
$55K
HI
1606
Hudock Inc
Pennsylvania
$55K +$2.7K +16 +6%
JWM
1607
Janiczek Wealth Management
Colorado
$55K +$15.7K +93 +47%
Kayne Anderson Rudnick Investment Management
1608
Kayne Anderson Rudnick Investment Management
California
$54K
NIM
1609
NuWave Investment Management
New Jersey
$53K -$111K -656 -68%
CYG
1610
Clean Yield Group
Vermont
$53K -$30.3K -180 -39%
TVWM
1611
Tower View Wealth Management
Wisconsin
$51K +$2.02K +12 +5%
IRC
1612
Investors Research Corp
Georgia
$51K +$16.9K +100 +58%
RG
1613
Retirement Group
California
$48K +$43.3K +257 New
TC
1614
Trust Company
Kansas
$47K -$79.2K -470 -65%
EIP
1615
Ellis Investment Partners
Pennsylvania
$47K
FWM
1616
FSA Wealth Management
Massachusetts
$47K
KIG
1617
Kessler Investment Group
Indiana
$47K
MWP
1618
Meridian Wealth Partners
Pennsylvania
$46K -$337 -2 -0.8%
CHC
1619
City Holding Co
West Virginia
$42K
CCA
1620
Column Capital Advisors
Indiana
$41K -$175K -1,039 -82%
LWA
1621
Lenox Wealth Advisors
New York
$41K -$19.5K -116 -34%
WAM
1622
Wolverine Asset Management
Illinois
$40K +$36.4K +216 New
CDIA
1623
Capital Directions Investment Advisors
Georgia
$39K
HFM
1624
Hartford Financial Management
Connecticut
$38K
RDWM
1625
Red Door Wealth Management
Tennessee
$38K