We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1901
Avitas Wealth Management
California
$860K -$25.2K -79 -3%
KFI
1902
Key Financial Inc
Pennsylvania
$860K +$4.79K +15 +0.6%
RCA
1903
Runnymede Capital Advisors
Ohio
$855K +$816K +2,556 New
KFA
1904
Kapstone Financial Advisors
Ohio
$852K -$39.6K -124 -5%
VIM
1905
Vista Investment Management
Pennsylvania
$852K +$19.8K +62 +2%
HIF
1906
Hill Island Financial
Michigan
$852K – – –
DWAM
1907
Duncan Williams Asset Management
Tennessee
$852K +$80.7K +253 +11%
DWM
1908
Drive Wealth Management
Utah
$849K +$33.2K +104 +4%
CCA
1909
Childress Capital Advisors
Texas
$848K +$49.1K +154 +6%
CT
1910
Clearstead Trust
Maine
$847K +$622K +1,950 +334%
AF
1911
Advisornet Financial
Minnesota
$847K +$5.75K +18 +0.7%
AWE
1912
Avidian Wealth Enterprises
Texas
$846K +$105K +330 +15%
GWM
1913
Greenwich Wealth Management
Connecticut
$846K -$45.3K -142 -5%
YP
1914
YANKCOM Partnership
South Dakota
$846K +$807K +2,530 New
WCM
1915
Windsor Capital Management
Arizona
$844K -$5.75K -18 -0.7%
KA
1916
Kozak & Associates
Colorado
$842K +$3.19K +10 +0.4%
JSL
1917
JT Stratford LLC
Georgia
$841K -$104K -326 -11%
AIMA
1918
Ables Iannone Moore & Associates
Georgia
$841K – – –
CRI
1919
Colonial River Investments
Virginia
$840K -$183K -574 -19%
WJWM
1920
Williams Jones Wealth Management
New York
$838K +$37.3K +117 +5%
MPWS
1921
McCarter Private Wealth Services
Massachusetts
$838K +$43.7K +137 +6%
SIA
1922
Soltis Investment Advisors
Utah
$834K -$139K -434 -15%
SC
1923
Solstein Capital
California
$831K – – –
SOW
1924
State of Wyoming
Wyoming
$831K +$480K +1,503 +153%
SCP
1925
Sivia Capital Partners
California
$827K -$59K -185 -7%
75 76
77
78 79