We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
2426
RFP Financial Group
Georgia
$95.4K -$4.28K -16 -4%
CSWM
2427
Cassady Schiller Wealth Management
Ohio
$95.4K
ACA
2428
American Capital Advisory
Idaho
$94.7K +$91K +340 +1,700%
RCM
2429
Richardson Capital Management
Wisconsin
$92.6K
AAG
2430
Armstrong Advisory Group
Massachusetts
$91.6K +$20.1K +75 +27%
TCG
2431
Transcendent Capital Group
Oklahoma
$91K -$88K -329 -48%
CHC
2432
City Holding Co
West Virginia
$90.2K -$2.41K -9 -3%
UID
2433
Union Investments & Development
Israel
$90K -$93.7K -350 -50%
TFF
2434
The Family Firm
Maryland
$87.8K +$91.2K +341 New
ECM
2435
Estabrook Capital Management
New York
$85.1K
SC
2436
Swan Capital
Florida
$84.6K +$88K +329 New
RWMG
2437
Redwood Wealth Management Group
New Jersey
$84.3K +$87.8K +328 New
BHWM
2438
Bay Harbor Wealth Management
Maryland
$83.3K -$268 -1 -0.3%
PWMG
2439
Private Wealth Management Group
New Jersey
$82.3K -$7.22K -27 -8%
JAM
2440
JCIC Asset Management
Ontario, Canada
$80.7K +$13.4K +50 +19%
OAJ
2441
Ogorek Anthony Joseph
New York
$80K
MLA
2442
MB, Levis & Associates
Pennsylvania
$80K
BONH
2443
Bank of New Hampshire
New Hampshire
$79.7K
CPG
2444
Cornerstone Planning Group
New Jersey
$77.2K +$3.75K +14 +5%
PWMG
2445
Prestige Wealth Management Group
New Jersey
$76.9K -$3.21K -12 -4%
DCP
2446
DSM Capital Partners
Florida
$76.9K
LCM
2447
Logan Capital Management
Pennsylvania
$76.6K
HFS
2448
Horizon Financial Services
North Carolina
$76.6K +$13.9K +52 +21%
GFPC
2449
Global Financial Private Client
Florida
$76.4K
FIM
2450
FWL Investment Management
Texas
$75.8K -$16.9K -63 -18%