We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1951
Angeles Investment Advisors
California
$245K -$461K -2,143 -65%
EFG
1952
Everhart Financial Group
Ohio
$245K -$143K -666 -37%
SAM
1953
Strategy Asset Managers
California
$245K -$140K -651 -36%
FFG
1954
Frisch Financial Group
New York
$245K -$102K -475 -29%
CWA
1955
Clarity Wealth Advisors
California
$245K – – –
WIC
1956
Woodmont Investment Counsel
Tennessee
$245K +$3.01K +14 +1%
TCM
1957
Tufton Capital Management
Maryland
$244K – – –
CC
1958
Callan Capital
California
$244K +$10.5K +49 +4%
PAG
1959
Private Advisory Group
Washington
$244K +$62.6K +291 +34%
FGIM
1960
First Growth Investment Manager
California
$244K +$247K +1,150 New
NGA
1961
Naples Global Advisors
Florida
$243K -$16.1K -75 -6%
FAFN
1962
First Affirmative Financial Network
Colorado
$243K +$32.1K +149 +15%
UAS
1963
United Asset Strategies
New York
$242K -$2.58K -12 -1%
GCS
1964
Gordian Capital (Singapore)
Singapore
$242K – – –
DIP
1965
DT Investment Partners
Pennsylvania
$242K +$245K +1,140 New
SNBOSD
1966
Security National Bank of So Dak
Iowa
$241K -$646 -3 -0.3%
ATC
1967
Adirondack Trust Company
New York
$241K +$37.7K +175 +18%
SIA
1968
Soltis Investment Advisors
Utah
$240K +$14.2K +66 +6%
CCFM
1969
Clear Creek Financial Management
Washington
$239K -$35.3K -164 -13%
GLA
1970
Good Life Advisors
Pennsylvania
$238K -$2.32M -10,764 -91%
JF
1971
JSF Financial
California
$238K +$1.29K +6 +0.5%
CA
1972
Cornerstone Advisory
Maryland
$237K -$152K -704 -39%
EL
1973
EMFO LLC
Florida
$237K -$151K -700 -39%
FH
1974
FWG Holdings
Florida
$237K -$61.6K -286 -20%
FAN
1975
Financial Advisors Network
California
$237K -$3.01K -14 -1%
77 78
79
80 81