We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2451
Somerset Group
Minnesota
$226K – – –
TWM
2452
Topsail Wealth Management
North Carolina
$226K +$14.6K +58 +6%
PAM
2453
PVG Asset Management
Colorado
$226K +$240K +952 New
SSIM
2454
Sheets Smith Investment Management
Texas
$226K +$240K +952 New
ONSWM
2455
Old North State Wealth Management
North Carolina
$225K +$21.2K +84 +10%
SFO
2456
Stenger Family Office
Illinois
$224K -$11.1K -44 -5%
GAMC
2457
Garner Asset Management Corp
Texas
$224K – – –
RS
2458
Retirement Solution
Washington
$223K +$252 +1 +0.1%
LWP
2459
LeClair Wealth Partners
Ohio
$222K -$358K -1,420 -60%
YIM
2460
Yoffe Investment Management
Pennsylvania
$222K – – –
SWMP
2461
Signature Wealth Management Partners
New Jersey
$222K – – –
OFW
2462
Omnia Family Wealth
Florida
$222K +$46.4K +184 +25%
AHL
2463
Abel Hall LLC
Louisiana
$220K -$34K -135 -13%
MBI
2464
May Barnhard Investments
Maryland
$220K – – –
HC
2465
Headland Capital
South Carolina
$220K +$234K +928 New
COFSG
2466
Carbahal Olsen Financial Services Group
California
$219K +$252 +1 +0.1%
OWA
2467
Opal Wealth Advisors
New York
$219K -$95.1K -377 -29%
AIC
2468
Archer Investment Corporation
Indiana
$218K -$15.4K -61 -6%
SAW
2469
Signal Advisors Wealth
Michigan
$218K -$86.8K -344 -27%
CIS
2470
Custom Index Systems
New York
$218K +$232K +918 New
CCA
2471
Carrera Capital Advisors
Michigan
$217K -$319K -1,266 -58%
CG
2472
Clifford Group
Massachusetts
$217K -$70.4K -279 -23%
NBWM
2473
North Berkeley Wealth Management
California
$217K – – –
SFG
2474
Sovereign Financial Group
Connecticut
$217K -$47.9K -190 -17%
MCM
2475
Manchester Capital Management
Vermont
$216K -$131K -520 -36%
97 98
99
100 101