We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2151
First American Trust
California
$290K +$249K +1,101 New
BM
2152
Belfer Management
New York
$288K – – –
SIC
2153
Sigma Investment Counselors
Michigan
$288K -$29.4K -130 -11%
SCA
2154
Sandy Cove Advisors
Massachusetts
$287K +$247K +1,092 New
SFG
2155
Sovereign Financial Group
Connecticut
$287K -$39.8K -176 -14%
RWI
2156
Red Wave Investments
Pennsylvania
$285K +$245K +1,082 New
BEI
2157
Benjamin Edwards Inc
Missouri
$284K +$5.43K +24 +2%
BFS
2158
Burkett Financial Services
South Carolina
$283K +$244K +1,076 New
CV
2159
Counterweight Ventures
North Carolina
$283K +$244K +1,076 New
ZIC
2160
ZWJ Investment Counsel
Georgia
$283K +$4.53K +20 +2%
DWA
2161
Delap Wealth Advisory
Oregon
$283K +$243K +1,074 New
SC
2162
Summa Corp
Texas
$283K +$243K +1,074 New
TCPWM
2163
Traverso Chambers Private Wealth Management
California
$282K -$6.56K -29 -3%
FCG
2164
Fielder Capital Group
Tennessee
$281K +$242K +1,069 New
BSHC
2165
Breed's Hill Capital
Massachusetts
$281K +$241K +1,067 New
1WM
2166
1858 Wealth Management
Ohio
$280K +$241K +1,065 New
AM
2167
AGF Management
Ontario, Canada
$280K +$241K +1,065 New
NIM
2168
Northeast Investment Management
Massachusetts
$280K – – –
LA
2169
LexAurum Advisors
Kansas
$279K -$19.2K -85 -7%
WHCI
2170
W.H. Cornerstone Investments
Massachusetts
$278K +$239K +1,056 New
TBWA
2171
Three Bridge Wealth Advisors
California
$278K – – –
KFG
2172
Kingdom Financial Group
Arizona
$277K +$238K +1,053 New
FF
2173
Farrell Financial
New York
$277K +$308K +1,363 New
PGWM
2174
Parisi Gray Wealth Management
New Jersey
$277K -$8.37K -37 -3%
HSA
2175
Hussman Strategic Advisors
Maryland
$276K -$713K -3,150 -75%
85 86
87
88 89