We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2276
Florida Financial Advisors
Florida
$231K +$201K +886 New
TFM
2277
TFC Financial Management
Massachusetts
$230K -$226 -1 -0.1%
CIA
2278
Cladis Investment Advisory
Montana
$230K +$198K +875 New
LWM
2279
LongView Wealth Management
Georgia
$230K +$199K +881 New
LWM
2280
Liberty Wealth Management
California
$230K +$198K +873 New
KSWWM
2281
Keyes Stange & Wooten Wealth Management
Florida
$230K +$198K +874 New
GSIS
2282
Global Strategic Investment Solutions
Arizona
$227K +$196K +864 New
LAS
2283
LWM Advisory Services
Florida
$227K +$196K +864 New
HI
2284
Humankind Investments
New York
$227K +$195K +863 New
CBA
2285
Coastal Bridge Advisors
Connecticut
$227K -$53.4K -236 -22%
MAM
2286
McLean Asset Management
Virginia
$227K +$204K +902 New
BCG
2287
Breakwater Capital Group
New Jersey
$226K +$182K +805 New
FWM
2288
Focused Wealth Management
New York
$226K – – –
CFS
2289
CRA Financial Services
New Jersey
$226K +$194K +857 New
AGC
2290
Aspen Grove Capital
Colorado
$226K +$205K +904 New
BWG
2291
Balanced Wealth Group
Ohio
$225K +$194K +856 New
TF
2292
Trek Financial
Arizona
$225K +$193K +854 New
TWP
2293
Tower Wealth Partners
Pennsylvania
$224K +$193K +853 New
EHC
2294
Everett Harris & Co
California
$224K +$193K +852 New
CWG
2295
Crown Wealth Group
North Carolina
$223K +$192K +849 New
OBWG
2296
Onyx Bridge Wealth Group
New York
$223K +$192K +849 New
QFA
2297
Quantum Financial Advisors
California
$223K +$191K +846 New
LCM
2298
LRT Capital Management
Texas
$222K +$191K +844 New
AC
2299
ASB Consultores
Florida
$222K +$191K +844 New
UOTTAIMCU
2300
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$222K +$49.8K +220 +35%
90 91
92
93 94