We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2426
Private Wealth Management Group
New Jersey
$80.3K +$69K +305 New
DCP
2427
DSM Capital Partners
Florida
$78.7K +$67.7K +299 New
LCM
2428
Logan Capital Management
Pennsylvania
$78.4K
GFPC
2429
Global Financial Private Client
Florida
$78.2K
DAM
2430
Delta Asset Management
Tennessee
$77.6K +$679 +3 +1%
PMFA
2431
Plante Moran Financial Advisors
Michigan
$77.1K +$33.7K +149 +103%
NCM
2432
Northwest Capital Management
Oregon
$74.5K -$3.85K -17 -6%
AAG
2433
Armstrong Advisory Group
Massachusetts
$73.9K +$22.4K +99 +54%
BBPWM
2434
Blue Bell Private Wealth Management
Pennsylvania
$73.4K
LOIP
2435
Live Oak Investment Partners
Texas
$71K
Capstone Investment Advisors
2436
Capstone Investment Advisors
New York
$70.5K -$12.1M -53,550 -100%
AWM
2437
Able Wealth Management
New Jersey
$69.7K +$60K +265 New
HFM
2438
Hartford Financial Management
Connecticut
$68.2K
T
2439
Tidemark
California
$68.2K +$58.6K +259 New
TVWM
2440
Tower View Wealth Management
Wisconsin
$68K
DF
2441
Dunhill Financial
United Kingdom
$66.8K +$57.5K +254 New
CTWM
2442
Cherry Tree Wealth Management
Minnesota
$66K +$33K +146 +139%
FIM
2443
FWL Investment Management
Texas
$65.8K
IFAM
2444
Institutional & Family Asset Management
Colorado
$65.3K -$3.17K -14 -5%
PA
2445
Pineridge Advisors
Missouri
$62.6K +$53.9K +238 New
OA
2446
Operose Advisors
Wisconsin
$60.8K -$56.6K -250 -52%
FPFS
2447
First Personal Financial Services
North Carolina
$60.5K -$679 -3 -1%
JAM
2448
JCIC Asset Management
Ontario, Canada
$58.9K
CFS
2449
CGC Financial Services
Oregon
$58.7K
SGC
2450
Slocum, Gordon & Co
Rhode Island
$57.4K +$15.4K +68 +45%