We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMTU
1826
Capital Markets Trading (UK)
United Kingdom
$310K +$300K +1,468 New
AA
1827
Addison Advisors
Vermont
$309K +$2.86K +14 +1%
MCCA
1828
Mill Creek Capital Advisors
Pennsylvania
$309K +$299K +1,463 New
KWMG
1829
King Wealth Management Group
Florida
$309K -$9.8K -48 -3%
WA
1830
Waddell & Associates
Tennessee
$309K – – –
AGC
1831
Aspen Grove Capital
Colorado
$309K +$70.4K +345 +31%
LPAM
1832
Lodestar Private Asset Management
California
$307K +$3.67K +18 +1%
FRA
1833
Frank Rimerman Advisors
California
$305K – – –
MSFS
1834
Main Street Financial Solutions
Pennsylvania
$305K -$4.9K -24 -2%
EP
1835
Eudaimonia Partners
Tennessee
$305K -$81.4K -399 -22%
DIM
1836
DC Investments Management
Virginia
$304K -$26.9K -132 -8%
HNW
1837
High Note Wealth
Minnesota
$304K -$204 -1 -0.1%
SGI
1838
Summit Global Investments
Utah
$303K +$292K +1,432 New
TWA
1839
TCI Wealth Advisors
Arizona
$303K -$5.51K -27 -2%
EFSCE
1840
Enterprise Financial Services Corp (EFSC)
Missouri
$303K +$408 +2 +0.1%
TNBTD
1841
Trustmark National Bank Trust Department
Mississippi
$302K +$3.06K +15 +1%
CA
1842
Continuum Advisory
Idaho
$302K -$10.8K -53 -4%
VC
1843
Veery Capital
Delaware
$302K +$19.4K +95 +7%
TWM
1844
Tradition Wealth Management
Minnesota
$301K +$10.4K +51 +4%
JIC
1845
Joel Isaacson & Co
New York
$301K +$6.53K +32 +2%
SWP
1846
Semus Wealth Partners
Florida
$300K -$16.1K -79 -5%
KA
1847
Klingman & Associates
New York
$300K +$35.9K +176 +14%
H
1848
HoyleCohen
California
$300K +$20.4K +100 +8%
NFA
1849
Northern Financial Advisors
Michigan
$300K +$23.5K +115 +7%
CCA
1850
Cobblestone Capital Advisors
New York
$299K – – –
72 73
74
75 76