We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
1801
Weiss Multi-Strategy Advisers
New York
$322K -$12.3M -60,345 -98%
APWM
1802
Argonautica Private Wealth Management
Massachusetts
$322K -$2.86K -14 -0.9%
WP
1803
WMS Partners
Maryland
$321K -$26.3K -129 -8%
RCA
1804
Resonant Capital Advisors
Wisconsin
$321K +$36.5K +179 +13%
SA
1805
Syntax Advisors
New York
$320K -$91.5K -448 -23%
VCG
1806
Vantage Consulting Group
Virginia
$320K -$91.5K -448 -23%
LDB
1807
Lee, Danner & Bass
Tennessee
$320K +$8.98K +44 +3%
JSC
1808
Jackson Square Capital
California
$320K +$309K +1,514 New
MSA
1809
Marino Stram & Associates
Massachusetts
$319K +$7.76K +38 +3%
VCA
1810
Verdence Capital Advisors
Maryland
$319K +$38.8K +190 +14%
RIS
1811
Retirement Income Solutions
Michigan
$319K
SFPG
1812
Stonebridge Financial Planning Group
Florida
$318K -$53.7K -263 -15%
JCM
1813
Jacobsen Capital Management
Utah
$318K +$47K +230 +18%
CFM
1814
Capricorn Fund Managers
United Kingdom
$317K -$948K -4,643 -76%
AAP
1815
Aristotle Atlantic Partners
Florida
$317K
CH
1816
Canton Hathaway
Rhode Island
$316K -$3.06K -15 -1%
FFA
1817
Founders Financial Alliance
North Carolina
$316K +$84.7K +415 +38%
RWPA
1818
Richard W. Paul & Associates
Michigan
$314K +$304K +1,488 New
TFCP
1819
Twin Focus Capital Partners
Massachusetts
$314K -$53.7K -263 -15%
WPC
1820
Waters Parkerson & Co
Louisiana
$314K -$8.98K -44 -3%
GD
1821
Grandfield & Dodd
New York
$314K +$7.35K +36 +2%
PAG
1822
Paladin Advisory Group
Iowa
$311K
FWCM
1823
Ferguson Wellman Capital Management
Oregon
$311K +$63.1K +309 +27%
CPC
1824
Cookson Peirce & Co
Pennsylvania
$311K +$301K +1,473 New
LSIA
1825
LaSalle St. Investment Advisors
Illinois
$310K +$28K +137 +10%