We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1901
Seven Mile Advisory
New Jersey
$267K +$258K +1,264 New
FFA
1902
Fortune Financial Advisors
Kansas
$266K +$257K +1,261 New
EW
1903
Element Wealth
Mississippi
$266K – – –
BEI
1904
Benjamin Edwards Inc
Missouri
$266K -$63.1K -309 -20%
PFG
1905
Prosperity Financial Group
California
$265K +$256K +1,254 New
BMC
1906
Beaton Management Company
Massachusetts
$264K – – –
AFM
1907
Armstrong Fleming & Moore
District of Columbia
$264K +$255K +1,249 New
GAM
1908
Gemmer Asset Management
California
$264K +$25.5K +125 +11%
CWP
1909
Concord Wealth Partners
Virginia
$263K +$22.7K +111 +10%
FWM
1910
FFT Wealth Management
Pennsylvania
$263K +$2.25K +11 +0.9%
JWM
1911
Janiczek Wealth Management
Colorado
$263K +$4.08K +20 +2%
BMM
1912
Buffington Mohr McNeal
Idaho
$262K +$25.5K +125 +11%
FC
1913
Forte Capital
New York
$261K – – –
GWS
1914
Glassman Wealth Services
Virginia
$261K +$8.37K +41 +3%
TGAM
1915
TBH Global Asset Management
Tennessee
$260K -$21.4K -105 -8%
B
1916
Bellecapital
Switzerland
$259K -$410K -2,008 -62%
GMA
1917
Glassy Mountain Advisors
Maryland
$259K +$250K +1,224 New
FMC
1918
First Merchants Corp
Indiana
$259K +$204 +1 +0.1%
JF
1919
JSF Financial
California
$258K +$4.08K +20 +2%
BFC
1920
Bedel Financial Consulting
Indiana
$258K -$4.49K -22 -2%
TCMP
1921
Thrive Capital Management (Pennsylvania)
Pennsylvania
$258K +$249K +1,220 New
CPA
1922
Capital Planning Advisors
California
$256K -$2.86K -14 -1%
HWA
1923
Heritage Wealth Advisors
Virginia
$256K -$2.25K -11 -0.9%
MG
1924
Mather Group
Illinois
$256K -$46.7K -229 -16%
WAM
1925
Werlinich Asset Management
Connecticut
$255K – – –
75 76
77
78 79