We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1601
Jeppson Wealth Management
California
$396K +$49.3K +279 +13%
T
1602
TCWP
Ohio
$393K -$111K -626 -21%
MW
1603
Marcum Wealth
Ohio
$393K +$28.6K +162 +7%
LWAM
1604
Legacy Wealth Asset Management
Minnesota
$393K +$121K +685 +40%
AIM
1605
Anchor Investment Management
South Carolina
$391K +$33.9K +192 +9%
CWP
1606
Concord Wealth Partners
Virginia
$391K +$85.5K +484 +26%
AWM
1607
Atticus Wealth Management
Florida
$389K -$29K -164 -7%
BFC
1608
Blue Fin Capital
Rhode Island
$389K +$36.2K +205 +10%
SIM
1609
SSI Investment Management
California
$388K – – –
WAG
1610
Winthrop Advisory Group
Massachusetts
$387K +$95.4K +540 +30%
HSA
1611
HBK Sorce Advisory
Pennsylvania
$385K -$382K -2,163 -48%
KCIA
1612
Kingsbury Capital Investment Advisors
Illinois
$385K +$2.65K +15 +0.6%
CSI
1613
Cross Staff Investments
New York
$380K – – –
FFC
1614
First Financial Corp
Indiana
$380K – – –
PA
1615
Parkside Advisors
California
$380K +$883 +5 +0.2%
RPWA
1616
Regent Peak Wealth Advisors
Georgia
$380K +$35.3K +200 +10%
SGA
1617
Seaport Global Advisors
Massachusetts
$378K +$256K +1,450 +172%
CAAS
1618
Capital Asset Advisory Services
Michigan
$375K -$88.9K -503 -18%
KFGK
1619
Keystone Financial Group (Kentucky)
Kentucky
$375K -$52.1K -295 -11%
CIM
1620
CIM Investment Management
Pennsylvania
$375K -$2.47K -14 -0.6%
HCM
1621
Hengehold Capital Management
Ohio
$375K +$8.84K +50 +2%
VNA
1622
Valley National Advisers
Pennsylvania
$373K +$87.3K +494 +31%
BTW
1623
Boston Trust Walden
Massachusetts
$372K +$94.4K +534 +31%
AWM
1624
Accel Wealth Management
Iowa
$371K -$12.5K -71 -3%
DIM
1625
Delta Investment Management
California
$370K -$575K -3,253 -59%
63 64
65
66 67