We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1851
Waverly Advisors
Alabama
$225K +$35.3K +200 +17%
ACM
1852
Avalon Capital Management
California
$223K – – –
T
1853
TOBAM
France
$223K +$200K +1,134 +518%
CB
1854
CNB Bank
Pennsylvania
$222K – – –
CGA
1855
Crescent Grove Advisors
Illinois
$222K +$52.1K +295 +28%
BEI
1856
Benjamin Edwards Inc
Missouri
$221K -$135K -765 -36%
RIS
1857
Retirement Income Solutions
Michigan
$220K – – –
PAG
1858
Private Advisory Group
Washington
$220K +$32.2K +182 +16%
CCM
1859
Consolidated Capital Management
California
$219K +$707 +4 +0.3%
ATC
1860
Adirondack Trust Company
New York
$218K +$33K +187 +17%
NIM
1861
Northeast Investment Management
Massachusetts
$217K -$33.2K -188 -13%
SMA
1862
Sage Mountain Advisors
Georgia
$217K +$5.3K +30 +2%
MSFS
1863
Main Street Financial Solutions
Pennsylvania
$216K +$231K +1,309 New
CM
1864
CastleKnight Management
New York
$215K – – –
WSC
1865
Wellington Shields & Co
New York
$215K +$9.72K +55 +4%
AT
1866
Arvest Trust
Oklahoma
$214K -$9.19K -52 -4%
LNB
1867
Ledyard National Bank
$214K +$2.65K +15 +1%
ACP
1868
Aveo Capital Partners
Colorado
$214K +$7.42K +42 +3%
PIA
1869
Pinion Investment Advisors
Kansas
$213K -$26K -147 -10%
1WM
1870
1900 Wealth Management
Texas
$211K +$18.2K +103 +9%
CWM
1871
Curi Wealth Management
North Carolina
$211K +$18.6K +105 +9%
HIC
1872
Holderness Investments Company
North Carolina
$210K -$20.3K -115 -8%
CCP
1873
Carmel Capital Partners
California
$210K +$10.6K +60 +5%
CWA
1874
Clarity Wealth Advisors
California
$209K +$20.3K +115 +10%
NHC
1875
Nicholas Hoffman & Company
Georgia
$208K – – –
73 74
75
76 77