We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1826
Clean Yield Group
Vermont
$61.1K +$730 +5 +1%
PAM
1827
Paradigm Asset Management
New York
$59.7K -$978K -6,700 -94%
MCM
1828
Manchester Capital Management
Vermont
$58.5K -$1.75K -12 -3%
FA
1829
Fiduciary Alliance
South Carolina
$58.3K +$64.2K +440 New
HGERS
1830
Householder Group Estate & Retirement Specialist
Arizona
$58K +$6.13K +42 +11%
SWM
1831
Sanctuary Wealth Management
Idaho
$57.4K +$63.2K +433 New
RFG
1832
RFP Financial Group
Georgia
$57K +$62.7K +430 New
FCG
1833
Financial Connections Group
California
$55K – – –
WAM
1834
WFA Asset Management
Wisconsin
$53K – – –
TSWM
1835
Tyler-Stone Wealth Management
Ohio
$52K +$21.9K +150 +61%
EBA
1836
Eagle Bay Advisors
New York
$50.6K -$4.82K -33 -8%
UCB
1837
United Community Bank
South Carolina
$49.6K +$54.6K +374 New
ACA
1838
Atlas Capital Advisors
Wyoming
$49.6K -$9.78K -67 -15%
MCM
1839
MV Capital Management
Maryland
$49.2K -$28.3K -194 -34%
AA
1840
Addison Advisors
Vermont
$48.4K +$19.7K +135 +59%
LJHT
1841
Laurie J. Hall Trustee
$48K – – –
AWM
1842
Atticus Wealth Management
Florida
$46K -$293K -2,007 -85%
CB
1843
Community Bank
New York
$46K – – –
AIC
1844
Archer Investment Corporation
Indiana
$44.9K -$48.6K -333 -50%
MFG
1845
Mendota Financial Group
Wisconsin
$44.7K +$49.2K +337 New
FPFS
1846
First Personal Financial Services
North Carolina
$44.5K – – –
CSWM
1847
Cassady Schiller Wealth Management
Ohio
$44.3K +$48.7K +334 New
CCA
1848
Column Capital Advisors
Indiana
$44.2K – – –
ECM
1849
Estabrook Capital Management
New York
$43.9K – – –
3IP
1850
3Chopt Investment Partners
Virginia
$43.6K +$48K +329 New
72 73
74
75 76