We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1801
RiverFront Investment Group
Virginia
$767K -$25.6K -103 -3%
GAA
1802
Global Assets Advisory
Florida
$761K -$134K -540 -16%
FWA
1803
Flagship Wealth Advisors
Massachusetts
$760K -$11.2K -45 -1%
IIL
1804
Income Insurance Ltd
$760K +$713K +2,870 New
CTA
1805
Clear Trail Advisors
Texas
$759K +$712K +2,867 New
KC
1806
Knuff & Co
California
$759K -$10.9K -44 -2%
CA
1807
Claro Advisors
Massachusetts
$758K +$32.1K +129 +5%
RBC
1808
Romano Brothers & Co
Illinois
$758K -$65.9K -265 -8%
RC
1809
Rovin Capital
Arizona
$757K +$60.4K +243 +9%
OL
1810
Odyssean LLC
Connecticut
$757K +$710K +2,857 New
OL
1811
OneFund LLC
Florida
$756K +$36.3K +146 +5%
CNBTD
1812
Citizens National Bank Trust Department
Mississippi
$754K +$27.1K +109 +4%
SCI
1813
S&CO Inc
Massachusetts
$752K – – –
GDP
1814
Great Diamond Partners
Maine
$752K -$25.1K -101 -3%
CA
1815
Carson Advisory
Georgia
$750K +$68.6K +276 +11%
FWA
1816
FSM Wealth Advisors
Ohio
$749K +$172K +694 +33%
YP
1817
YANKCOM Partnership
South Dakota
$748K +$10.9K +44 +2%
TAA
1818
TB Alternative Assets
Cayman Islands
$745K +$699K +2,813 New
MQWP
1819
Morey & Quinn Wealth Partners
Nebraska
$744K -$14.4K -58 -2%
CCM
1820
Capstone Capital Management
$744K +$698K +2,808 New
FMLI
1821
Fukoku Mutual Life Insurance
Japan
$743K -$43.2K -174 -6%
PWM
1822
Pursuit Wealth Management
Florida
$743K +$697K +2,805 New
MMPW
1823
Mitchell McLeod Pugh & Williams
Alabama
$742K -$19.4K -78 -2%
FFA
1824
First Foundation Advisors
California
$738K +$10.7K +43 +2%
HWMG
1825
Harbour Wealth Management Group
South Carolina
$734K +$688K +2,770 New
71 72
73
74 75