We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2051
WealthPlan Investment Management
Nebraska
$44.8K +$37.8K +224 New
MIM
2052
Macroview Investment Management
Maryland
$44.6K -$5.07K -30 -12%
IFAM
2053
Institutional & Family Asset Management
Colorado
$44.2K -$11.8K -70 -24%
GA
2054
GoalVest Advisory
New York
$43.8K -$12.2K -72 -25%
GIA
2055
GHP Investment Advisors
Colorado
$43K -$9.29K -55 -20%
OLVIG
2056
Oliver Lagore Vanvalin Investment Group
Michigan
$42.3K -$4.05K -24 -10%
RA
2057
Rise Advisors
New York
$41K
PCFFS
2058
Pacific Center for Financial Services
California
$40.8K +$34.5K +204 New
Cohen & Steers
2059
Cohen & Steers
New York
$40K
APC
2060
Aspire Private Capital
North Carolina
$40K
AIP
2061
Ahrens Investment Partners
Louisiana
$40K +$33.8K +200 New
CC
2062
Centiva Capital
New York
$39.4K +$33.3K +197 New
TIM
2063
Tortoise Investment Management
New York
$38.2K -$1.18K -7 -4%
CSC
2064
Caldwell Sutter Capital
California
$38K +$32.1K +190 New
CAL
2065
Capital Advisors Ltd
Ohio
$37K -$85K -503 -73%
HWP
2066
Highline Wealth Partners
California
$35.8K
AAG
2067
Armstrong Advisory Group
Massachusetts
$35.4K +$4.56K +27 +18%
TAIM
2068
TD Ameritrade Investment Management
Nebraska
$34K -$338 -2 -1%
TCM
2069
Tradewinds Capital Management
Washington
$33.8K -$12.7K -75 -31%
MG
2070
MilWealth Group
Wisconsin
$33K
PCTC
2071
Perkins Coie Trust Company
Washington
$32.8K
PMFA
2072
Plante Moran Financial Advisors
Michigan
$32K -$12.5K -74 -32%
RWM
2073
Raffa Wealth Management
District of Columbia
$31.8K
SGC
2074
Slocum, Gordon & Co
Rhode Island
$30K
NC
2075
NewSquare Capital
Pennsylvania
$29.8K +$14.4K +85 +133%