We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1801
Roxbury Financial
New Jersey
$1.05M +$1.02M +3,188 New
CNTOF
1802
Canandaigua National Trust of Florida
New York
$1.05M -$1.6K -5 -0.2%
LOIM
1803
Liberty One Investment Management
Illinois
$1.05M -$182K -571 -15%
SSWM
1804
Strait & Sound Wealth Management
California
$1.04M +$18.8K +59 +2%
HCS
1805
Himension Capital (Singapore)
Singapore
$1.04M +$993K +3,111 New
QC
1806
Quent Capital
New York
$1.03M +$21.7K +68 +2%
BCM
1807
Brown Capital Management
Maryland
$1.03M -$137K -430 -12%
FWP
1808
Forefront Wealth Partners
Texas
$1.03M +$982K +3,078 New
WIM
1809
Waverton Investment Management
United Kingdom
$1.03M -$1.39M -4,360 -59%
OFS
1810
OneAscent Financial Services
Alabama
$1.03M +$515K +1,614 +111%
WPW
1811
Watershed Private Wealth
Illinois
$1.02M -$127K -397 -11%
TP
1812
Tranquility Partners
Tennessee
$1.02M +$28.4K +89 +3%
BAM
1813
Belpointe Asset Management
Nevada
$1.02M +$4.79K +15 +0.4%
BWA
1814
Blodgett Wealth Advisors
California
$1.02M +$136K +425 +16%
WAOI
1815
Wealth Advisors of Iowa
Iowa
$1.02M +$7.66K +24 +0.8%
UCB
1816
United Community Bank
South Carolina
$1.02M +$52.7K +165 +6%
IWA
1817
Icon Wealth Advisors
Texas
$1.01M +$84.9K +266 +10%
CM
1818
Corvex Management
New York
$1.01M – – –
FB
1819
First Bancorp
Maine
$1.01M -$31K -97 -3%
HBW
1820
Hazlett, Burt & Watson
West Virginia
$1.01M -$16K -50 -2%
CWM
1821
Concentrum Wealth Management
California
$1M +$958K +3,003 New
AGP
1822
Aspire Growth Partners
Florida
$1M +$956K +2,997 New
ST
1823
Smithfield Trust
Pennsylvania
$995K +$2.55K +8 +0.3%
WSA
1824
Warm Springs Advisors
California
$995K +$949K +2,975 New
AP
1825
Adero Partners
California
$994K +$26.5K +83 +3%
71 72
73
74 75