We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1926
Aspire Capital Advisors
Washington
$445K +$49.2K +184 +12%
RCM
1927
Raleigh Capital Management
North Carolina
$444K +$14.7K +55 +3%
RFS
1928
Richardson Financial Services
Massachusetts
$444K -$14.4K -54 -3%
WCM
1929
Wedge Capital Management
North Carolina
$442K -$2.68K -10 -0.6%
WBC
1930
West Branch Capital
Massachusetts
$442K +$89.4K +334 +24%
CWM
1931
Cedar Wealth Management
California
$441K -$6.42K -24 -1%
MAWA
1932
Moss Adams Wealth Advisors
Washington
$441K -$42K -157 -8%
WF
1933
Wayfinding Financial
Washington
$439K -$15K -56 -3%
PW
1934
Peninsula Wealth
California
$438K -$9.1K -34 -2%
CPA
1935
Capital Performance Advisors
California
$438K +$5.08K +19 +1%
JWCA
1936
J.W. Coons Advisors
Ohio
$438K +$113K +421 +33%
BHPW
1937
Beverly Hills Private Wealth
California
$436K +$194K +726 +75%
OWA
1938
One Wealth Advisors
California
$435K -$11K -41 -2%
LSIA
1939
LaSalle St. Investment Advisors
Illinois
$434K -$59.4K -222 -12%
ZIMP
1940
Zimmermann Investment Management & Planning
Pennsylvania
$432K +$450K +1,680 New
SW
1941
SlateStone Wealth
Florida
$430K +$41.5K +155 +10%
LEA
1942
Legacy Edge Advisors
New York
$430K +$106K +395 +31%
GFS
1943
GYL Financial Synergies
Connecticut
$429K -$77.3K -289 -15%
PWMG
1944
Pioneer Wealth Management Group
Texas
$429K +$217K +812 +95%
CIP
1945
Convergence Investment Partners
Florida
$429K -$774K -2,891 -63%
HCM
1946
Howland Capital Management
Massachusetts
$428K +$446K +1,665 New
HP
1947
Hyperion Partners
Pennsylvania
$427K +$2.41K +9 +0.5%
ANBT
1948
American National Bank & Trust
Texas
$426K -$420K -1,571 -49%
AT
1949
Arden Trust
Delaware
$424K -$1.61K -6 -0.4%
BFA
1950
Beacon Financial Advisory
Ohio
$424K +$89.4K +334 +25%
76 77
78
79 80