We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
2426
JCIC Asset Management
Ontario, Canada
$80.3K +$18.6K +90 +26%
BHWM
2427
Beaird Harris Wealth Management
Texas
$80K -$1.66K -8 -2%
HFS
2428
Horizon Financial Services
North Carolina
$77.7K +$22.2K +107 +35%
RPA
2429
Redwood Park Advisors
California
$76.2K – – –
BCM
2430
Boreal Capital Management
Florida
$75.4K -$10.6K -51 -11%
DFA
2431
DHJJ Financial Advisors
Illinois
$75.2K – – –
FMP
2432
Financial Management Professionals
Texas
$72.9K -$21.3K -103 -21%
SG
2433
Sankala Group
Colorado
$72.3K – – –
FDW
2434
Fourth Dimension Wealth
Ohio
$70.2K -$51.4K -248 -40%
AIM
2435
Arcadia Investment Management
Michigan
$69.1K -$15.5K -75 -17%
MAM
2436
Magellan Asset Management
Australia
$68.9K -$16.2K -78 -17%
CH
2437
CDKV Holdings
Colorado
$68.1K – – –
MAS
2438
MPWM Advisory Solutions
Georgia
$67.6K +$63.2K +305 +535%
PWMG
2439
Private Wealth Management Group
New Jersey
$67.1K -$207 -1 -0.3%
CWM
2440
Consultiva Wealth Management
Puerto Rico
$65.5K – – –
HPBT
2441
Hickory Point Bank & Trust
Illinois
$65.3K +$72.5K +350 New
FPB
2442
First PREMIER Bank
South Dakota
$65K – – –
RFG
2443
REAP Financial Group
Texas
$64.7K +$207 +1 +0.3%
NEWAS
2444
N.E.W. Advisory Services
Wisconsin
$63.7K – – –
JWM
2445
JPL Wealth Management
Colorado
$63.1K +$70K +338 New
TGY2IT
2446
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$62.7K +$69.6K +336 New
FW
2447
Fairway Wealth
Ohio
$62.3K +$63.4K +306 +1,093%
FDCP
2448
Foster Dykema Cabot & Partners
Massachusetts
$62.2K – – –
EPAM
2449
Evelyn Partners Asset Management
$62K – – –
ECM
2450
Estabrook Capital Management
New York
$61.8K – – –
96 97
98
99 100