We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1776
World Investment Advisors
California
$212K +$14.1K +83 +6%
LSA
1777
Lion Street Advisors
Texas
$212K +$48.7K +287 +24%
ZIG
1778
Zullo Investment Group
Pennsylvania
$212K +$110K +650 +79%
RBFC
1779
Roman Butler Fullerton & Co
Missouri
$211K -$769K -4,534 -75%
NHC
1780
Nicholas Hoffman & Company
Georgia
$211K +$35.6K +210 +17%
FMII
1781
Farmers & Merchants Investments Inc
Nebraska
$211K +$42.4K +250 +21%
CFA
1782
Capstone Financial Advisors
Illinois
$211K +$248K +1,465 New
AWM
1783
AllSquare Wealth Management
New York
$210K – – –
GD
1784
Grandfield & Dodd
New York
$210K – – –
SG
1785
Somerset Group
Minnesota
$210K – – –
UMC
1786
United Maritime Capital
New York
$209K – – –
HWA
1787
Heritage Wealth Advisors
Virginia
$209K -$6.78K -40 -3%
WCM
1788
Whitener Capital Management
North Carolina
$208K -$61.9K -365 -20%
PAG
1789
Private Advisory Group
Washington
$208K +$19.5K +115 +9%
FRA
1790
Frank Rimerman Advisors
California
$208K +$245K +1,444 New
VAM
1791
Vienna Asset Management
California
$207K -$230K -1,358 -49%
SAM
1792
Silvercrest Asset Management
New York
$207K -$59.3K -350 -20%
CAC
1793
Core Alternative Capital
Georgia
$207K +$60.9K +359 +33%
TNA
1794
True North Advisors
Texas
$206K -$62.6K -369 -20%
AC
1795
ASB Consultores
Florida
$206K -$6.44K -38 -3%
PHIC
1796
Pine Haven Investment Counsel
Massachusetts
$206K – – –
MWM
1797
Mattern Wealth Management
Kansas
$206K +$1.7K +10 +0.7%
CSB
1798
City State Bank
Iowa
$206K +$58.5K +345 +32%
ACA
1799
Affinity Capital Advisors
California
$205K +$1.36K +8 +0.6%
CCMW
1800
Cypress Capital Management (Wyoming)
Wyoming
$204K – – –
70 71
72
73 74