We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2376
HighMark Wealth Management
Minnesota
$12.7K +$8.09K +46 +131%
MPW
2377
MASECO Private Wealth
$12.5K -$10.4K -59 -42%
BCM
2378
Boreal Capital Management
Florida
$12.4K -$57.1K -325 -80%
WAG
2379
Wiser Advisor Group
Arizona
$12.2K – – –
DMKJ
2380
David M. Knott Jr
$12.1K – – –
PP
2381
Paladin Partners
Wisconsin
$11.9K -$8.79K -50 -40%
SIC
2382
SJS Investment Consulting
Ohio
$11.8K -$1.05K -6 -7%
SWAG
2383
Spectrum Wealth Advisory Group
California
$11.8K +$13.2K +75 New
RP
2384
Raelipskie Partnership
Ontario, Canada
$11.8K -$17.6K -100 -57%
JGIA
2385
Jackson Grant Investment Advisers
Connecticut
$11.8K -$3.87K -22 -23%
GP
2386
Guardian Partners
Canada
$11.8K +$13.2K +75 New
AEPWM
2387
Atlantic Edge Private Wealth Management
Florida
$11.6K – – –
PWA
2388
Principia Wealth Advisory
Texas
$11.6K +$1.93K +11 +17%
VWM
2389
Vermillion Wealth Management
Minnesota
$11.4K -$1.05K -6 -8%
BWS
2390
Buck Wealth Strategies
Colorado
$11.4K +$12.7K +72 New
DPW
2391
DiNuzzo Private Wealth
Pennsylvania
$11.3K -$2.81K -16 -18%
VWA
2392
Valued Wealth Advisors
Utah
$10.9K -$4.92K -28 -29%
CIAS
2393
CBIZ Investment Advisory Services
Ohio
$10.8K – – –
TFA
2394
Toth Financial Advisory
Virginia
$10.3K – – –
SRCM
2395
Signature Resources Capital Management
California
$10K -$10K -57 -47%
CJ
2396
Caitlin John
Michigan
$9.6K +$2.81K +16 +36%
PP
2397
PFS Partners
New Jersey
$9.22K – – –
QWM
2398
Quaker Wealth Management
New Jersey
$8.77K +$4.4K +25 +81%
CMA
2399
Cedar Mountain Advisors
Oregon
$8.57K -$7.91K -45 -45%
CTB
2400
Country Trust Bank
Illinois
$8.46K +$4.4K +25 +86%
94 95
96
97 98