We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1701
Oakworth Capital
Alabama
$513K +$149K +530 +36%
MAC
1702
Mason & Associates (California)
California
$513K +$568K +2,020 New
MC
1703
Merlin Capital
Rhode Island
$511K +$565K +2,010 New
CQS
1704
Credential Qtrade Securities
$510K -$49.5K -176 -8%
AC
1705
Alley Company
Illinois
$508K – – –
PP
1706
PDS Planning
Ohio
$507K -$8.99K -32 -2%
LCS
1707
Levin Capital Strategies
New York
$507K +$281K +1,000 +101%
CA
1708
Calton & Associates
Florida
$504K -$130K -461 -19%
HI
1709
Hoey Investments
Pennsylvania
$504K -$93.8K -334 -14%
CPW
1710
Catalyst Private Wealth
California
$503K +$281 +1 +0.1%
MIC
1711
Maxi Investments CY
Cyprus
$501K +$554K +1,970 New
HT
1712
HighTower Trust
Texas
$501K +$554K +1,973 New
CFG
1713
Cooper Financial Group
California
$500K -$151K -537 -21%
GAMC
1714
Garner Asset Management Corp
Texas
$500K +$2.81K +10 +0.5%
1W
1715
1776 Wealth
Georgia
$499K +$47.2K +168 +9%
HCM
1716
Hillman Capital Management
Maryland
$495K -$103K -367 -16%
EWM
1717
Evermay Wealth Management
Virginia
$494K +$18K +64 +3%
OPWM
1718
Oxinas Partners Wealth Management
Indiana
$493K -$39.1K -139 -7%
HCA
1719
Hyperion Capital Advisors
New York
$491K – – –
CCA
1720
Childress Capital Advisors
Texas
$489K +$17.7K +63 +3%
TCM
1721
Traynor Capital Management
Pennsylvania
$488K +$91.3K +325 +20%
TCM
1722
Tradewinds Capital Management
Washington
$487K +$28.1K +100 +6%
NFSG
1723
Newbridge Financial Services Group
Florida
$487K +$83.5K +297 +18%
BW
1724
Bison Wealth
Georgia
$483K -$24.2K -86 -4%
BFC
1725
Blue Fin Capital
Rhode Island
$483K +$207K +737 +63%
67 68
69
70 71