We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1651
Cornerstone Capital
California
$444K -$48K -273 -9%
CWP
1652
Cyndeo Wealth Partners
Florida
$443K +$32.4K +184 +7%
TGAM
1653
TBH Global Asset Management
Tennessee
$442K +$46.1K +262 +10%
CICI
1654
Capital Investment Counsel Inc
North Carolina
$440K +$112K +635 +29%
JF
1655
JSF Financial
California
$440K +$205K +1,163 +71%
FMLI
1656
Fukoku Mutual Life Insurance
Japan
$440K
PCP
1657
Proficio Capital Partners
Massachusetts
$437K +$490K +2,788 New
CFMC
1658
Curbstone Financial Management Corp
New Hampshire
$435K -$222K -1,260 -31%
1C
1659
111 Capital
France
$435K +$488K +2,775 New
PIM
1660
Penobscot Investment Management
Massachusetts
$433K -$313K -1,780 -39%
OWP
1661
ORG Wealth Partners
Texas
$433K -$703 -4 -0.1%
PCG
1662
Prosperity Consulting Group
Maryland
$432K -$95.5K -543 -16%
CTA
1663
Clear Trail Advisors
Texas
$430K -$17.8K -101 -4%
OIM
1664
Oder Investment Management
California
$429K -$27.4K -156 -5%
AU
1665
AlphaGrep UK
$428K -$112K -636 -19%
BWM
1666
BlackDiamond Wealth Management
New York
$428K +$81.1K +461 +27%
DI
1667
Diligent Investors
California
$427K +$68.8K +391 +17%
TAM
1668
Trillium Asset Management
Massachusetts
$427K -$31.1K -177 -6%
MF
1669
Milford Funds
$426K -$86.7M -493,262 -99%
V
1670
VeraBank
Texas
$426K -$282K -1,601 -37%
BFIM
1671
Beese Fulmer Investment Management
Ohio
$426K -$391K -2,222 -45%
CCFM
1672
Clear Creek Financial Management
Washington
$426K -$21.3K -121 -4%
MWM
1673
Manske Wealth Management
Texas
$425K +$477K +2,710 New
CCM
1674
Chilton Capital Management
Texas
$424K -$68.1K -387 -13%
TWP
1675
Triad Wealth Partners
Kansas
$424K +$148K +840 +58%