We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
1926
Annis Gardner Whiting Capital Advisors
Florida
$688K +$190K +709 +39%
CT
1927
Clearstead Trust
Maine
$687K +$12.3K +46 +2%
GFP
1928
Gryphon Financial Partners
Ohio
$685K -$20.9K -78 -3%
FA
1929
Fiduciary Alliance
South Carolina
$684K +$671K +2,509 New
WCM
1930
Windsor Capital Management
Arizona
$684K -$1.6K -6 -0.2%
CIAS
1931
Capital Investment Advisory Services
North Carolina
$681K +$16.8K +63 +3%
CRWM
1932
Castle Rock Wealth Management
California
$680K -$573K -2,143 -45%
Kayne Anderson Rudnick Investment Management
1933
Kayne Anderson Rudnick Investment Management
California
$679K +$18.2K +68 +3%
FFO
1934
Fortitude Family Office
Arizona
$678K -$23K -86 -3%
LA
1935
LVW Advisors
New York
$677K +$23.3K +87 +4%
KAM
1936
Karani Asset Management
New York
$677K +$664K +2,484 New
ST
1937
Smithfield Trust
Pennsylvania
$677K -$104K -390 -14%
GS
1938
GWN Securities
Florida
$674K -$4.55M -17,015 -87%
KCIC
1939
Kuhn & Co Investment Counsel
Illinois
$673K
KWMG
1940
King Wealth Management Group
Florida
$669K +$274K +1,026 +72%
PWMAG
1941
Pinnacle Wealth Management Advisory Group
New Jersey
$666K +$38K +142 +6%
WWM
1942
Waterway Wealth Management
Texas
$666K +$653K +2,443 New
AIMA
1943
Ables Iannone Moore & Associates
Georgia
$665K -$6.68K -25 -1%
IAIM
1944
International Assets Investment Management
Florida
$664K -$289K -1,081 -31%
CPW
1945
Catalyst Private Wealth
California
$663K -$114K -426 -15%
CRI
1946
Colonial River Investments
Virginia
$662K +$264K +988 +65%
MEG
1947
Millstone Evans Group
Colorado
$662K
MSA
1948
Marino Stram & Associates
Massachusetts
$661K +$5.88K +22 +0.9%
SMF
1949
Scott Marsh Financial
Utah
$661K +$648K +2,424 New
GWM
1950
Greenwich Wealth Management
Connecticut
$657K -$15.2K -57 -2%