We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1676
Grove Bank & Trust
Florida
$792K -$2.67M -10,423 -78%
AP
1677
Adero Partners
California
$791K -$384K -1,501 -34%
GFG
1678
Greystone Financial Group
Michigan
$790K -$182K -709 -20%
PCM
1679
Pointe Capital Management
Michigan
$790K +$230K +897 +45%
TSW
1680
Three Seasons Wealth
Utah
$789K -$911K -3,557 -55%
UCB
1681
United Community Bank
South Carolina
$787K +$103K +404 +16%
PCM
1682
Poehling Capital Management
Wisconsin
$785K +$48.2K +188 +7%
WFI
1683
West Family Investments
California
$783K +$318K +1,241 +77%
AWAG
1684
ARS Wealth Advisors Group
Florida
$781K -$2.31K -9 -0.3%
EHWM
1685
Eads & Heald Wealth Management
Georgia
$778K +$53K +207 +8%
JSL
1686
JT Stratford LLC
Georgia
$778K +$182K +712 +33%
DFCM
1687
Dark Forest Capital Management
Puerto Rico
$777K +$727K +2,839 New
SCI
1688
S&CO Inc
Massachusetts
$777K – – –
CIG
1689
Cascade Investment Group
Colorado
$769K – – –
DM
1690
Deerfield Management
New York
$768K +$312K +1,217 +77%
NPA
1691
Nichols & Pratt Advisers
Massachusetts
$768K +$339K +1,325 +90%
KIM
1692
Kestra Investment Management
Texas
$766K +$717K +2,800 New
FAFN
1693
First Affirmative Financial Network
Colorado
$766K +$135K +527 +23%
BBL
1694
Beck Bode LLC
Massachusetts
$766K -$295K -1,151 -29%
AFM
1695
Abbot Financial Management
Massachusetts
$766K +$110K +430 +18%
KA
1696
Klingman & Associates
New York
$760K +$346K +1,349 +94%
SB
1697
Sunflower Bank
Texas
$760K +$67.1K +262 +10%
PHIC
1698
Pine Haven Investment Counsel
Massachusetts
$760K +$107K +419 +18%
AIA
1699
Angeles Investment Advisors
California
$759K – – –
NF
1700
Nvest Financial
New Hampshire
$759K +$223K +870 +46%
66 67
68
69 70