We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2351
Edgestream Partners
New Jersey
$201K -$2.53M -11,197 -94%
MWP
2352
Meridian Wealth Partners
Pennsylvania
$201K +$172K +762 New
RA
2353
Rational Advisors
New York
$200K -$277K -1,224 -62%
WOC
2354
West Oak Capital
California
$197K +$31.7K +140 +24%
W
2355
WealthCollab
Washington
$193K +$166K +734 New
WPA
2356
West Paces Advisors
Georgia
$193K +$1.81K +8 +1%
SN
2357
Sittner & Nelson
Oregon
$192K -$67.9K -300 -29%
CAL
2358
Capital Advisors Ltd
Ohio
$191K – – –
DIP
2359
DT Investment Partners
Pennsylvania
$190K – – –
AI
2360
Arvest Investments
Arkansas
$190K +$163K +721 New
VCM
2361
Versant Capital Management
Arizona
$189K +$6.79K +30 +4%
WBC
2362
West Branch Capital
Massachusetts
$188K +$101K +445 +166%
UID
2363
Union Investments & Development
Israel
$184K – – –
BCM
2364
Blume Capital Management
California
$184K +$22.6K +100 +17%
RIM
2365
Rockbridge Investment Management
New York
$182K +$157K +692 New
FBC
2366
Fairfield, Bush & Co
Connecticut
$178K +$153K +676 New
TSWM
2367
Tyler-Stone Wealth Management
Ohio
$172K – – –
SWS
2368
SYSTM Wealth Solutions
Illinois
$170K -$85.5K -378 -37%
BWP
2369
Baldwin Wealth Partners
Massachusetts
$164K +$22.2K +98 +19%
RS
2370
Rakuten Securities
Japan
$164K +$141K +624 New
BCMLT
2371
Beacon Capital Management LLC (Tennessee)
Tennessee
$161K -$12.7K -56 -7%
RG
2372
Richelieu Gestion
France
$158K -$2.69M -11,875 -95%
FFA
2373
First Foundation Advisors
California
$158K -$518K -2,288 -79%
GC
2374
Globeflex Capital
California
$158K – – –
BDS
2375
Banco de Sabadell
Florida
$154K -$206K -909 -61%
93 94
95
96 97