We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CH
2201
Canton Hathaway
Rhode Island
$531K
ANBT
2202
American National Bank & Trust
Texas
$530K -$16K -50 -3%
BHPW
2203
Beverly Hills Private Wealth
California
$530K -$20.7K -65 -4%
BMC
2204
Beaton Management Company
Massachusetts
$527K
GFA
2205
Gallagher Fiduciary Advisors
Illinois
$526K +$142K +444 +39%
JF
2206
JSF Financial
California
$526K +$119K +373 +31%
FFC
2207
First Financial Corp
Indiana
$526K -$51.1K -160 -9%
RA
2208
Ransom Advisory
Rhode Island
$524K
LIA
2209
LBMC Investment Advisors
Tennessee
$524K -$25.5K -80 -5%
WG
2210
Welch Group
Alabama
$523K -$11.8K -37 -2%
GSWM
2211
Golden State Wealth Management
California
$522K +$498K +1,561 New
DWA
2212
Dougherty Wealth Advisers
Minnesota
$518K
KWM
2213
Kolinsky Wealth Management
New Jersey
$517K +$59.4K +186 +14%
Winslow Capital Management
2214
Winslow Capital Management
Minnesota
$517K -$341K -1,067 -41%
OWA
2215
Outlook Wealth Advisors
Texas
$516K +$40.5K +127 +9%
CPWM
2216
Cypress Point Wealth Management
Texas
$516K -$134K -420 -21%
JC
2217
JB Capital
Connecticut
$516K -$55.2K -173 -10%
SW
2218
Simplicity Wealth
New Jersey
$515K -$487K -1,527 -50%
LRWA
2219
Long Run Wealth Advisors
New York
$515K -$134K -421 -21%
HAM
2220
Harmony Asset Management
Arizona
$513K +$1.92K +6 +0.4%
DTL
2221
Dynamic Technology Lab
Singapore
$512K +$488K +1,530 New
RFO
2222
RiverGlades Family Offices
Florida
$510K
BCP
2223
Berkeley Capital Partners
Georgia
$510K +$68.3K +214 +16%
BFG
2224
Beacon Financial Group
Texas
$508K -$41.8K -131 -8%
CWMGO
2225
Capstone Wealth Management Group (Oregon)
Oregon
$508K +$485K +1,520 New