We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2276
Intrua Financial
Texas
$380K -$92.1K -296 -17%
HAM
2277
Hickory Asset Management
Ohio
$378K -$20.2K -65 -4%
FWI
2278
Facet Wealth Inc
Maryland
$377K -$47.6K -153 -10%
BB
2279
Busey Bank
Illinois
$377K +$20.5K +66 +5%
FMWA
2280
Forvis Mazars Wealth Advisors
Missouri
$377K -$403K -1,295 -48%
CFIA
2281
Cantor Fitzgerald Investment Advisors
New York
$376K – – –
MCM
2282
Massar Capital Management
Connecticut
$376K +$435K +1,400 New
CWMGO
2283
Capstone Wealth Management Group (Oregon)
Oregon
$375K -$38.6K -124 -8%
FCG
2284
Fielder Capital Group
Tennessee
$374K +$32.3K +104 +8%
TFM
2285
TFC Financial Management
Massachusetts
$373K +$39.5K +127 +10%
BMC
2286
Beaton Management Company
Massachusetts
$372K -$59.1K -190 -12%
JCIA
2287
Jackson Creek Investment Advisors
Colorado
$371K -$450K -1,446 -51%
PIA
2288
Pinion Investment Advisors
Kansas
$370K -$8.4K -27 -2%
LA
2289
Lifeworks Advisors
Michigan
$370K +$101K +325 +31%
BFC
2290
Bedel Financial Consulting
Indiana
$370K +$53.2K +171 +14%
TWM
2291
Tradition Wealth Management
Minnesota
$369K -$5.6K -18 -1%
WG
2292
Wealth Group
North Carolina
$369K +$19.3K +62 +5%
PMSA
2293
Patrick M. Sweeney & Associates
Illinois
$368K +$15.6K +50 +4%
RA
2294
Ransom Advisory
Rhode Island
$367K -$62.2K -200 -13%
SCG
2295
Sonata Capital Group
Washington
$367K +$93.3K +300 +28%
GD
2296
Grandfield & Dodd
New York
$367K +$933 +3 +0.2%
TM
2297
TigerOak Management
New Mexico
$366K +$13.7K +44 +3%
GAG
2298
GM Advisory Group
New York
$362K -$13.7K -44 -3%
SSWM
2299
Sheets Smith Wealth Management
North Carolina
$362K +$4.67K +15 +1%
BWM
2300
BlackDiamond Wealth Management
New York
$361K -$10.9K -35 -3%
90 91
92
93 94