We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
1876
Ferguson Wellman Capital Management
Oregon
$233K +$197K +1,164 New
EL
1877
EMFO LLC
Florida
$232K
WA
1878
WBH Advisory
Maryland
$232K +$196K +1,162 New
CA
1879
Cornerstone Advisory
Maryland
$232K +$196K +1,159 New
AA
1880
Apriem Advisors
California
$231K +$195K +1,155 New
IWA
1881
Inspirion Wealth Advisors
Illinois
$231K +$195K +1,154 New
FGIM
1882
First Growth Investment Manager
California
$230K +$194K +1,150 New
VF
1883
Vawter Financial
Ohio
$228K +$193K +1,143 New
IP
1884
Ignite Planners
California
$228K +$201K +1,191 New
EWA
1885
EP Wealth Advisors
California
$228K -$1.69M -10,009 -83%
CWP
1886
Concord Wealth Partners
Virginia
$227K -$90.7K -537 -32%
SFG
1887
SevenBridge Financial Group
Pennsylvania
$227K +$192K +1,135 New
CIA
1888
Choate Investment Advisors
Massachusetts
$227K +$192K +1,134 New
WP
1889
Westmount Partners
California
$226K +$191K +1,132 New
PCA
1890
Peddock Capital Advisors
Massachusetts
$226K +$191K +1,129 New
FAM
1891
Forte Asset Management
New York
$225K +$190K +1,125 New
GAM
1892
Gemmer Asset Management
California
$225K +$190K +1,124 New
YWM
1893
Yoder Wealth Management
California
$224K +$190K +1,122 New
CAGAS
1894
Capital Advisory Group Advisory Services
Minnesota
$224K +$189K +1,121 New
BMM
1895
Buffington Mohr McNeal
Idaho
$223K +$189K +1,116 New
AGC
1896
Aspen Grove Capital
Colorado
$223K +$189K +1,116 New
PWP
1897
Phillips Wealth Planners
Mississippi
$223K +$190K +1,127 New
CW
1898
Channel Wealth
California
$223K +$188K +1,114 New
LFA
1899
Landmark Financial Advisors
Kentucky
$222K +$188K +1,112 New
OWM
1900
Opes Wealth Management
California
$222K +$188K +1,111 New