We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1626
Twin Peaks Wealth Advisors
California
$987K -$21.9K -87 -2%
WFI
1627
West Family Investments
California
$987K +$72.4K +287 +7%
AL
1628
Aspiriant LLC
California
$984K -$235K -930 -18%
SIC
1629
Salem Investment Counselors
North Carolina
$982K -$47.7K -189 -4%
FBFS
1630
First Business Financial Services
Wisconsin
$981K -$34.6K -137 -3%
CMTU
1631
Capital Markets Trading (UK)
United Kingdom
$979K +$1.04M +4,129 New
FFN
1632
Focus Financial Network
Minnesota
$972K +$192K +761 +23%
PR
1633
Payden & Rygel
California
$972K +$177K +700 +21%
LCM
1634
LCM Capital Management
Illinois
$967K -$25.5K -101 -2%
GWS
1635
Greykasell Wealth Strategies
California
$967K +$6.3K +25 +0.6%
BWP
1636
BSW Wealth Partners
Colorado
$967K – – –
KCFA
1637
Key Client Fiduciary Advisors
New Jersey
$962K -$24K -95 -2%
NSIM
1638
North Star Investment Management
Illinois
$962K +$7.57K +30 +0.7%
OWP
1639
Obermeyer Wealth Partners
Colorado
$962K -$230K -913 -18%
SCI
1640
Stableford Capital II
Arizona
$957K -$6.81K -27 -0.7%
BLFG
1641
Brian Low Financial Group
Louisiana
$956K -$86.8K -344 -8%
BCM
1642
BluePath Capital Management
Georgia
$954K +$156K +617 +18%
SWM
1643
Spire Wealth Management
Virginia
$954K -$2.05M -8,120 -67%
CIA
1644
Cape Investment Advisory
Georgia
$948K +$51.2K +203 +5%
MYLI
1645
Meiji Yasuda Life Insurance
Japan
$946K -$838K -3,323 -45%
MCA
1646
Magnolia Capital Advisors
Mississippi
$946K +$12.9K +51 +1%
CFMC
1647
Curbstone Financial Management Corp
New Hampshire
$942K – – –
CAM
1648
Cidel Asset Management
Ontario, Canada
$937K -$11.5M -45,437 -92%
QIM
1649
Quest Investment Management
Oregon
$933K -$5.42M -21,490 -85%
DCM
1650
Dudley Capital Management
Virginia
$932K -$58.5K -232 -6%
64 65
66
67 68