We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1926
Mathes Company
New York
$827K -$16K -50 -2%
ECA
1927
Elevated Capital Advisors
Utah
$827K +$180K +563 +29%
LIM
1928
Leavell Investment Management
Alabama
$826K +$207K +650 +36%
KCIC
1929
Kuhn & Co Investment Counsel
Illinois
$825K – – –
GFP
1930
Gryphon Financial Partners
Ohio
$824K -$281K -879 -26%
MEG
1931
Millstone Evans Group
Colorado
$823K +$786K +2,463 New
LCGC
1932
Legacy Capital Group California
California
$822K -$370K -1,160 -32%
AA
1933
Advisory Alpha
Michigan
$822K +$65.4K +205 +9%
LSIA
1934
LaSalle St. Investment Advisors
Illinois
$821K +$246K +772 +46%
XWM
1935
Xcel Wealth Management
Florida
$821K -$12.8K -40 -2%
RPWA
1936
Regent Peak Wealth Advisors
Georgia
$818K +$26.8K +84 +4%
JIC
1937
Joel Isaacson & Co
New York
$814K +$27.1K +85 +4%
CSB
1938
City State Bank
Iowa
$813K – – –
A
1939
AlphaQuest
New York
$813K +$776K +2,432 New
CSPIA
1940
Cary Street Partners Investment Advisory
Virginia
$812K -$9.6M -30,076 -93%
SWA
1941
Strategies Wealth Advisors
Michigan
$806K +$788K +2,469 New
CM
1942
CastleKnight Management
New York
$802K -$989K -3,100 -56%
CPW
1943
Catalyst Private Wealth
California
$801K -$40.5K -127 -5%
WFAG
1944
Worth Financial Advisory Group
North Carolina
$800K -$14K -44 -2%
ZIG
1945
Zullo Investment Group
Pennsylvania
$800K +$13.7K +43 +2%
SC
1946
Sierra Capital
Florida
$799K – – –
GI
1947
GAMCO Investors
Connecticut
$797K -$87.4K -274 -10%
BFA
1948
Beaumont Financial Advisors
Massachusetts
$797K +$116K +364 +18%
HWMO
1949
Heritage Wealth Management (Ohio)
Ohio
$793K -$16K -50 -2%
SIM
1950
Sentry Investment Management
Wisconsin
$792K -$650K -2,037 -46%
76 77
78
79 80