We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
2126
Cassady Schiller Wealth Management
Ohio
$77.1K +$6.33K +31 +9%
WWP
2127
WR Wealth Planners
Missouri
$76.1K +$21.6K +106 +42%
CHC
2128
City Holding Co
West Virginia
$76.1K -$68.8K -337 -48%
MFG
2129
Mendota Financial Group
Wisconsin
$71.2K
ECM
2130
Estabrook Capital Management
New York
$69.9K
LOIP
2131
Live Oak Investment Partners
Texas
$69.7K
CCA
2132
Column Capital Advisors
Indiana
$69.1K -$1.23K -6 -2%
GKIM
2133
GW&K Investment Management
Massachusetts
$69K +$66.1K +324 +16,200%
OAJ
2134
Ogorek Anthony Joseph
New York
$68K +$2.25K +11 +4%
FWA
2135
FSC Wealth Advisors
New York
$67.2K +$5.1K +25 +9%
FPFS
2136
First Personal Financial Services
North Carolina
$66.3K
CB
2137
Community Bank
New York
$66.3K -$6.74K -33 -10%
BHWM
2138
Bay Harbor Wealth Management
Maryland
$66.3K +$64.1K +314 New
MLA
2139
MB, Levis & Associates
Pennsylvania
$65.7K
BONH
2140
Bank of New Hampshire
New Hampshire
$65.5K
JWA
2141
JFS Wealth Advisors
Pennsylvania
$65.1K -$1.23K -6 -2%
PHAM
2142
Portland Hill Asset Management
United Kingdom
$65K
ACM
2143
Antonetti Capital Management
Florida
$63.4K
NCM
2144
Northwest Capital Management
Oregon
$63.4K +$61.2K +300 New
LCM
2145
Logan Capital Management
Pennsylvania
$63K
PMFA
2146
Plante Moran Financial Advisors
Michigan
$62.5K +$27.8K +136 +85%
GFPC
2147
Global Financial Private Client
Florida
$62K
DAM
2148
Delta Asset Management
Tennessee
$61.7K
IFAM
2149
Institutional & Family Asset Management
Colorado
$57.9K +$10.8K +53 +24%
HB
2150
Horizon Bancorp
Indiana
$57K +$55.5K +272 New