CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1951
Beacon Financial Advisory
Ohio
$424K +$89.4K +334 +25%
LIA
1952
LBMC Investment Advisors
Tennessee
$423K +$440K +1,646 New
FWCM
1953
Ferguson Wellman Capital Management
Oregon
$423K +$89.4K +334 +25%
CWA
1954
Clarity Wealth Advisors
California
$421K +$2.41K +9 +0.6%
VFG
1955
V2 Financial group
Illinois
$421K -$364K -1,362 -46%
GLA
1956
Good Life Advisors
Pennsylvania
$420K +$55.9K +209 +15%
AO
1957
Advisor OS
Illinois
$420K -$37.2K -139 -8%
VAG
1958
VisionPoint Advisory Group
Texas
$420K -$12.6K -47 -3%
GAM
1959
Gemmer Asset Management
California
$419K +$3.21K +12 +0.7%
MCI
1960
MRP Capital Investments
Georgia
$419K +$436K +1,629 New
WMA
1961
West Michigan Advisors
Michigan
$418K -$10.4K -39 -2%
FWM
1962
FFT Wealth Management
Pennsylvania
$418K -$58.3K -218 -12%
WFI
1963
West Family Investments
California
$416K -$117K -439 -21%
FA
1964
Fountainhead AM
New Jersey
$414K +$20.1K +75 +5%
LWM
1965
LJI Wealth Management
Indiana
$414K +$431K +1,611 New
BB
1966
Busey Bank
Illinois
$414K +$23.8K +89 +6%
WMWM
1967
Whitaker-Myers Wealth Managers
Ohio
$414K +$79.5K +297 +23%
AF
1968
Apexium Financial
Texas
$413K -$49.8K -186 -10%
RC
1969
Rovin Capital
Arizona
$413K -$250K -933 -37%
PNC
1970
Park National Corp
Ohio
$411K -$48.2K -180 -10%
TA
1971
TrueWealth Advisors
Alabama
$411K +$112K +419 +36%
JFA
1972
JNBA Financial Advisors
Minnesota
$411K – – –
TC
1973
Trilogy Capital
California
$410K +$90.2K +337 +27%
DM
1974
Deerfield Management
New York
$409K +$425K +1,589 New
AGWCA
1975
Annis Gardner Whiting Capital Advisors
Florida
$408K -$40.1K -150 -9%
77 78
79
80 81