We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2076
DLK Investment Management
California
$287K +$3.52K +17 +1%
WC
2077
Westerkirk Capital
$287K – – –
BFA
2078
Bill Few Associates
Pennsylvania
$286K +$318K +1,534 New
IIA
2079
Integral Investment Advisors
California
$286K +$318K +1,533 New
QFW
2080
QTR Family Wealth
Florida
$286K -$47.7K -230 -12%
WF
2081
Wayfinding Financial
Washington
$286K -$28.6K -138 -8%
SFO
2082
Stokes Family Office
Louisiana
$286K -$65.7K -317 -17%
PA
2083
Planning Alternatives
Michigan
$285K +$317K +1,529 New
CIP
2084
Castlefield Investment Partners
$285K +$99.9K +482 +46%
RFO
2085
RiverGlades Family Offices
Florida
$285K +$316K +1,525 New
NFSG
2086
Newbridge Financial Services Group
Florida
$285K -$4.41M -21,268 -93%
DO
2087
denkapparat Operations
Germany
$284K +$315K +1,522 New
MPCA
2088
Madison Park Capital Advisors
Washington
$283K – – –
WETS
2089
Wealth Enhancement Trust Services
South Dakota
$282K -$1.15M -5,571 -79%
VBCG
2090
Valley Brook Capital Group
Pennsylvania
$282K -$515K -2,485 -62%
CA
2091
COFG Advisors
Illinois
$280K +$109K +526 +54%
CQWA
2092
Chokshi & Queen Wealth Advisors
California
$280K – – –
HA
2093
Harbor Advisors
Florida
$280K – – –
NIM
2094
Needham Investment Management
New York
$280K +$311K +1,500 New
VC
2095
Veery Capital
Delaware
$279K -$18.9K -91 -6%
BRIA
2096
Balanced Rock Investment Advisors
Massachusetts
$279K -$2.49K -12 -0.8%
DWM
2097
Destination Wealth Management
California
$279K -$183K -883 -37%
FFB
2098
First Financial Bankshares
Texas
$279K -$8.49K -41 -3%
EC
2099
EntryPoint Capital
New York
$278K +$309K +1,489 New
JTWM
2100
Jackson Thornton Wealth Management
Alabama
$278K -$2.07K -10 -0.6%
82 83
84
85 86