We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
2251
KFA Private Wealth Group
Virginia
$314K – – –
WJWM
2252
Williams Jones Wealth Management
New York
$314K -$132K -522 -28%
AW
2253
Alteri Wealth
California
$314K -$3.28K -13 -1%
TWP
2254
Triad Wealth Partners
Kansas
$314K -$86.5K -343 -21%
NWWA
2255
New Wave Wealth Advisors
Arkansas
$313K +$47.7K +189 +17%
CCM
2256
Consolidated Capital Management
California
$313K +$1.01K +4 +0.3%
ICP
2257
Impact Capital Partners
Colorado
$311K -$127K -505 -28%
OL
2258
one8zero8 LLC
North Carolina
$310K -$16.4K -65 -5%
MWA
2259
Muirfield Wealth Advisors
North Carolina
$309K -$37.8K -150 -10%
IGGA
2260
Iron Gate Global Advisors
Utah
$309K +$89.5K +355 +37%
FI
2261
Fosun International
China
$309K – – –
TAM
2262
Tucker Asset Management
Colorado
$308K +$328K +1,300 New
MBTD
2263
Mechanics Bank - Trust Department
California
$306K -$11.1K -44 -3%
AA
2264
Acorns Advisers
California
$306K +$57.8K +229 +22%
HB
2265
Horizon Bancorp
Indiana
$306K +$120K +476 +58%
CGA
2266
Crescent Grove Advisors
Illinois
$305K +$124K +492 +62%
IP
2267
Isthmus Partners
Wisconsin
$304K +$324K +1,283 New
FNBT
2268
FineMark National Bank & Trust
Florida
$303K -$332K -1,316 -51%
DWA
2269
Delap Wealth Advisory
Oregon
$303K – – –
JCM
2270
Jag Capital Management
Missouri
$303K -$108K -427 -25%
SWA
2271
Strata Wealth Advisors
Texas
$302K -$19.9K -79 -6%
GCA
2272
Gradient Capital Advisors
California
$302K -$5.8K -23 -2%
MMM
2273
Mendel Money Management
Illinois
$302K -$1.26K -5 -0.4%
AI
2274
Accredited Investors
Minnesota
$301K -$6.3K -25 -2%
MWM
2275
Mattern Wealth Management
Kansas
$301K -$13.9K -55 -4%
89 90
91
92 93