We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
2326
Caitong International Asset Management
Hong Kong
$21.9K +$23.9K +136 +3,400%
CC
2327
Centiva Capital
New York
$21.6K -$1.19M -6,747 -98%
CFM
2328
Cornerstone Financial Management
Massachusetts
$21.6K +$9.14K +52 +60%
PCFFS
2329
Pacific Center for Financial Services
California
$21.4K – – –
HPWM
2330
High Point Wealth Management
New Jersey
$21.2K – – –
DCM
2331
Disciplina Capital Management
Tennessee
$21.2K -$7.03K -40 -23%
PCTC
2332
Perkins Coie Trust Company
Washington
$21.1K – – –
PMFA
2333
Plante Moran Financial Advisors
Michigan
$21K +$3.69K +21 +19%
DF
2334
Downshift Financial
Colorado
$20.7K +$23.2K +132 New
PS
2335
Planning Strategies
Pennsylvania
$20.7K +$23.2K +132 New
PWMG
2336
Prestige Wealth Management Group
New Jersey
$20.4K -$10.2K -58 -31%
GCM
2337
Gunpowder Capital Management
Maryland
$20.4K – – –
IWP
2338
IAG Wealth Partners
Wisconsin
$20.4K – – –
BC
2339
Barrett & Company
Rhode Island
$19.4K +$2.46K +14 +13%
FC
2340
Financial Consulate
Maryland
$18.9K -$6.68K -38 -24%
CRI
2341
Commonwealth Retirement Investments
Virginia
$18.8K +$21.1K +120 New
FA
2342
Fountainhead AM
New Jersey
$18.3K +$13.4K +76 +185%
GFA
2343
Godfrey Financial Associates
New York
$18.2K -$3.34K -19 -14%
MSG
2344
Main Street Group
Virginia
$18.2K – – –
S
2345
Sachetta
Massachusetts
$18K -$4.22K -24 -17%
VWA
2346
VSM Wealth Advisory
Maryland
$17.9K – – –
BWM
2347
Bernard Wealth Management
Michigan
$17.9K +$20K +114 New
AP
2348
Aspect Partners
Virginia
$17.7K +$528 +3 +3%
BGAI
2349
Bruce G. Allen Investments
Colorado
$17.1K -$30.6K -174 -61%
FFO
2350
Fortitude Family Office
Arizona
$16.9K -$8.97K -51 -32%
92 93
94
95 96