We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
2026
Cape Ann Savings Bank
Massachusetts
$458K +$488K +1,934 New
KLCM
2027
KG&L Capital Management
Louisiana
$457K -$586K -2,324 -55%
GAA
2028
Guardian Asset Advisors
Pennsylvania
$457K +$252 +1 +0.1%
VIM
2029
Vista Investment Management
Pennsylvania
$457K -$46.2K -183 -9%
BFA
2030
Beacon Financial Advisory
Ohio
$456K +$4.29K +17 +0.9%
FSA
2031
Franklin Street Advisors
North Carolina
$456K -$19.6M -77,826 -98%
TW
2032
Traveka Wealth
California
$455K -$25K -99 -5%
JCM
2033
Jacobsen Capital Management
Utah
$455K +$41.1K +163 +9%
IRC
2034
Investors Research Corp
Georgia
$455K +$252 +1 +0.1%
RWP
2035
Revolve Wealth Partners
New Jersey
$455K -$47.4K -188 -9%
KIC
2036
Kensington Investment Counsel
California
$454K -$13.9K -55 -3%
SCG
2037
Sonata Capital Group
Washington
$454K +$139K +550 +40%
BIA
2038
Bigelow Investment Advisors
Maine
$454K +$39.3K +156 +9%
TC
2039
Trilogy Capital
California
$454K -$14.4K -57 -3%
SP
2040
SIH Partners
Delaware
$453K +$482K +1,912 New
RFS
2041
Richardson Financial Services
Massachusetts
$452K +$5.04K +20 +1%
CWA
2042
Clarity Wealth Advisors
California
$451K -$4.04K -16 -0.8%
CIC
2043
Chilton Investment Company
Connecticut
$451K +$139K +551 +41%
BCG
2044
Breakwater Capital Group
New Jersey
$451K -$11.3K -45 -2%
BOPW
2045
Brandywine Oak Private Wealth
Pennsylvania
$451K +$5.04K +20 +1%
ACM
2046
Andina Capital Management
Utah
$450K +$47.4K +188 +11%
4A
2047
4Wealth Advisors
Illinois
$449K +$97.6K +387 +26%
AWM
2048
Accel Wealth Management
Iowa
$448K -$24.5K -97 -5%
AA
2049
Apriem Advisors
California
$447K -$50.4K -200 -10%
BFPW
2050
BOK Financial Private Wealth
Colorado
$445K -$13.6K -54 -3%
80 81
82
83 84