We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
H
2101
HoyleCohen
California
$424K – – –
TCPW
2102
Twin City Private Wealth
North Carolina
$424K +$405K +1,405 New
BCP
2103
Berkeley Capital Partners
Georgia
$423K +$1.44K +5 +0.4%
DWM
2104
Dorchester Wealth Management
Quebec, Canada
$422K – – –
AA
2105
Advisory Alpha
Michigan
$420K -$29.4K -102 -7%
BC
2106
Bridgefront Capital
Texas
$420K -$93.5K -324 -19%
RFO
2107
RiverGlades Family Offices
Florida
$420K – – –
FHC
2108
First Heartland Consultants
Missouri
$419K -$45.3K -157 -10%
IA
2109
IFG Advisors
Missouri
$419K – – –
SAI
2110
Savvy Advisors Inc
New York
$418K +$42.1K +146 +12%
FA
2111
Fermata Advisors
California
$418K +$400K +1,388 New
IDBONY
2112
Israel Discount Bank of New York
New York
$418K -$299K -1,035 -43%
KA
2113
Klingman & Associates
New York
$417K +$7.5K +26 +2%
WBC
2114
West Branch Capital
Massachusetts
$417K +$194K +671 +94%
VC
2115
Veery Capital
Delaware
$414K – – –
MWM
2116
Mattern Wealth Management
Kansas
$413K – – –
VC
2117
Veracity Capital
Georgia
$411K +$98.1K +340 +33%
FF
2118
Farrell Financial
New York
$411K – – –
DFG
2119
Delta Financial Group
New Jersey
$408K +$14.4K +50 +4%
ATC
2120
Adirondack Trust Company
New York
$407K -$15.6K -54 -4%
ECM
2121
Elgethun Capital Management
South Dakota
$405K – – –
RWPA
2122
Richard W. Paul & Associates
Michigan
$404K -$16.4K -57 -4%
IW
2123
Imprint Wealth
South Carolina
$404K +$386K +1,338 New
SFO
2124
Stokes Family Office
Louisiana
$404K – – –
OWM
2125
OneAscent Wealth Management
Alabama
$403K -$55.7K -193 -13%
83 84
85
86 87