We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1676
PDS Planning
Ohio
$274K +$25.4K +114 +10%
CHA
1677
Cooper/Haims Advisors
New York
$274K +$50.1K +225 +21%
BB
1678
Busey Bank
Illinois
$272K -$11.1K -50 -4%
PHS
1679
Pekin Hardy Strauss
Illinois
$272K +$33.4K +150 +13%
PMFA
1680
Plante Moran Financial Advisors
Michigan
$271K +$157K +706 +123%
HIC
1681
Holderness Investments Company
North Carolina
$270K – – –
PP
1682
Pegasus Partners
Wisconsin
$270K +$49.4K +222 +21%
RGC
1683
Roberts, Glore & Co
Illinois
$269K +$45.4K +204 +19%
NPA
1684
Nichols & Pratt Advisers
Massachusetts
$268K – – –
NGA
1685
Naples Global Advisors
Florida
$268K +$11.1K +50 +4%
JIC
1686
Joel Isaacson & Co
New York
$268K +$55.7K +250 +25%
EGM
1687
Engineers Gate Manager
New York
$267K -$2.32M -10,417 -89%
TWM
1688
Triton Wealth Management
Arizona
$267K -$6.9K -31 -2%
DDC
1689
DF Dent & Co
Maryland
$267K +$30.7K +138 +12%
DA
1690
DCF Advisers
Connecticut
$265K +$55.7K +250 +25%
PFG
1691
PAX Financial Group
Texas
$263K -$43.4K -195 -14%
WPC
1692
Waters Parkerson & Co
Louisiana
$263K – – –
CWP
1693
Capital Wealth Planning
Florida
$263K +$132K +594 +92%
AUB
1694
Atlantic Union Bankshares
Virginia
$261K – – –
CAM
1695
CenterStar Asset Management
Illinois
$260K – – –
PCA
1696
Peddock Capital Advisors
Massachusetts
$260K – – –
EWM
1697
Endurance Wealth Management
Rhode Island
$260K +$151K +677 +123%
OWA
1698
Opal Wealth Advisors
New York
$257K +$10.9K +49 +4%
FC
1699
Forte Capital
New York
$255K -$23.4K -105 -8%
CAM
1700
Crestone Asset Management
Colorado
$254K -$37.8K -170 -12%
66 67
68
69 70