We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2351
Jag Capital Management
Missouri
$206K – – –
CFA
2352
Cahill Financial Advisors
Minnesota
$206K +$3.21K +12 +2%
CFP
2353
Cascade Financial Partners
California
$206K -$5.35K -20 -2%
RCA
2354
Ranch Capital Advisors
Florida
$205K – – –
MWM
2355
Mosley Wealth Management
California
$205K +$1.61K +6 +0.8%
PCMC
2356
Planning Capital Management Corporation
Pennsylvania
$205K +$18.7K +70 +10%
AIM
2357
Alhambra Investment Management
Florida
$205K +$214K +798 New
HCM
2358
HMS Capital Management
Tennessee
$204K – – –
EGA
2359
E&G Advisors
Texas
$204K +$13.4K +50 +7%
JLBC
2360
J.L. Bainbridge & Co
Florida
$204K +$2.14K +8 +1%
ML
2361
McAdam LLC
Pennsylvania
$204K +$12K +45 +6%
SN
2362
Sittner & Nelson
Oregon
$204K -$9.63K -36 -4%
BSSFA
2363
Baron Silver Stevens Financial Advisors
Florida
$203K -$35.6K -133 -14%
NCFG
2364
New Century Financial Group
New Jersey
$203K -$777K -2,905 -79%
IC
2365
Iconiq Capital
California
$203K +$211K +790 New
GWP
2366
Gateway Wealth Partners
Wisconsin
$203K +$2.68K +10 +1%
AWA
2367
Aletheian Wealth Advisors
Washington
$202K +$210K +786 New
MHWM
2368
Montz Harcus Wealth Management
Louisiana
$202K +$19.5K +73 +10%
OPA
2369
Old Port Advisors
Maine
$202K +$9.37K +35 +5%
RWM
2370
Revisor Wealth Management
Ohio
$201K -$15.8K -59 -7%
FW
2371
FullCircle Wealth
Texas
$201K +$215K +803 New
RRA
2372
Round Rock Advisors
Connecticut
$201K -$15.3K -57 -7%
LRIA
2373
Leonard Rickey Investment Advisors
Washington
$200K +$208K +778 New
EBA
2374
Eagle Bay Advisors
New York
$199K -$65.8K -246 -24%
WPA
2375
West Paces Advisors
Georgia
$198K +$9.9K +37 +5%
93 94
95
96 97