We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2076
DSC Advisors
Illinois
$336K +$7.92K +35 +3%
MBT
2077
Montecito Bank & Trust
California
$335K +$11.3K +50 +4%
GI
2078
GLOBALT Investments
Georgia
$334K +$288K +1,271 New
SCM
2079
Sitrin Capital Management
California
$333K – – –
DBRC
2080
D.B. Root & Company
Pennsylvania
$332K -$152K -672 -35%
BMC
2081
Beaton Management Company
Massachusetts
$332K – – –
FFA
2082
Fortune Financial Advisors
Kansas
$332K – – –
CFO
2083
Collective Family Office
Pennsylvania
$332K +$1.58K +7 +0.6%
HB
2084
HTLF Bank
Colorado
$331K +$285K +1,258 New
CPC
2085
Cookson Peirce & Co
Pennsylvania
$331K -$42.3K -187 -13%
AFM
2086
Armstrong Fleming & Moore
District of Columbia
$329K – – –
VCG
2087
Vantage Consulting Group
Virginia
$327K -$49.1K -217 -15%
SAI
2088
Savvy Advisors Inc
New York
$327K +$281K +1,242 New
JCFM
2089
JBR Co Financial Management
Oklahoma
$326K +$280K +1,237 New
SWA
2090
Strata Wealth Advisors
Texas
$325K -$453 -2 -0.2%
SCM
2091
Schnieders Capital Management
California
$325K +$280K +1,235 New
ITIM
2092
Indiana Trust & Investment Management
Indiana
$323K -$40.7K -180 -13%
B
2093
Bellecapital
Switzerland
$322K -$2.94K -13 -1%
GMA
2094
Glassy Mountain Advisors
Maryland
$322K – – –
DCM
2095
DGS Capital Management
New Jersey
$322K -$2.26K -10 -0.8%
WKSWA
2096
White Knight Strategic Wealth Advisors
New Jersey
$321K -$19.2K -85 -7%
FPGK
2097
Financial Partners Group (Kansas)
Kansas
$320K +$9.73K +43 +4%
BFC
2098
Bedel Financial Consulting
Indiana
$319K -$1.36K -6 -0.5%
RFA
2099
Resurgent Financial Advisors
Georgia
$319K +$157K +693 +133%
OWA
2100
Outlook Wealth Advisors
Texas
$319K -$59.7K -264 -18%
82 83
84
85 86