We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
Concentrum Wealth Management
California
$730K -$58.2K -234 -8%
MAM
1827
Milestone Asset Management
Pennsylvania
$728K -$1.78M -7,159 -72%
CCFM
1828
Clear Creek Financial Management
Washington
$726K -$57.4K -231 -8%
SPWG
1829
Sage Private Wealth Group
Illinois
$721K +$15.9K +64 +2%
NIWA
1830
New Insight Wealth Advisors
California
$719K -$85.5K -344 -11%
SC
1831
Summa Corp
Texas
$718K +$231K +929 +52%
RMDI
1832
R.M. Davis Inc
Maine
$717K +$40K +161 +6%
PR
1833
Payden & Rygel
California
$715K -$348K -1,400 -34%
PFBT
1834
Parkside Financial Bank & Trust
Missouri
$714K +$5.47K +22 +0.8%
EP
1835
Edgestream Partners
New Jersey
$712K -$2.04M -8,191 -75%
CWG
1836
Crown Wealth Group
North Carolina
$712K +$9.2K +37 +1%
WPW
1837
Watershed Private Wealth
Illinois
$711K – – –
FWCM
1838
Ferguson Wellman Capital Management
Oregon
$710K +$26.8K +108 +4%
PA
1839
Persium Advisors
Georgia
$710K +$48.5K +195 +8%
KAM
1840
Karani Asset Management
New York
$708K -$2.98K -12 -0.4%
ACI
1841
Alpha Cubed Investments
California
$706K -$24.9K -100 -4%
PMWMG
1842
Parr McKnight Wealth Management Group
Minnesota
$705K -$1.59M -6,416 -71%
MIFH
1843
Migdal Insurance & Financial Holdings
Israel
$705K -$756K -3,041 -53%
SA
1844
Sacks & Associates
New Jersey
$703K +$660K +2,655 New
RGC
1845
Roberts, Glore & Co
Illinois
$701K +$5.47K +22 +0.8%
CCA
1846
Coign Capital Advisors
Utah
$701K +$10.9K +44 +2%
MSWM
1847
McGlone Suttner Wealth Management
Wisconsin
$700K -$35K -141 -5%
SNB
1848
Security National Bank
Nebraska
$699K +$347K +1,398 +113%
SOS
1849
Silver Oak Securities
Tennessee
$698K +$58.9K +237 +10%
DS
1850
DRW Securities
Illinois
$698K -$481K -1,935 -42%
72 73
74
75 76