We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCAM
2601
Capelight Capital Asset Management
New York
$9.2M +$2.67M +13,000 +39%
WKSWA
2602
White Knight Strategic Wealth Advisors
New Jersey
$9.2M +$218K +1,059 +2%
CFG
2603
CKW Financial Group
Hawaii
$9.2M -$1.15M -5,606 -11%
FCU
2604
Financial Concepts Unlimited
Maine
$9.2M -$1.14M -5,524 -11%
RCM
2605
Regency Capital Management
Hawaii
$9.18M +$327K +1,590 +4%
ALAM
2606
Asahi Life Asset Management
Japan
$9.17M -$558K -2,716 -6%
DC
2607
DeDora Capital
California
$9.17M -$434K -2,111 -4%
IMT
2608
Investment Management Trust
Massachusetts
$9.15M +$68.9K +335 +0.7%
SPFA
2609
Summit Place Financial Advisors
New Jersey
$9.14M -$477K -2,322 -5%
PWW
2610
Pettyjohn Wood & White
Virginia
$9.14M -$17.5K -85 -0.2%
RIP
2611
RAM Investment Partners
Washington
$9.13M -$390K -1,898 -4%
HIMS
2612
Hager Investment Management Services
New Hampshire
$9.13M -$81.4K -396 -0.9%
CNBOF
2613
City National Bank of Florida
Florida
$9.1M +$3.31M +16,097 +55%
JTWM
2614
Jackson Thornton Wealth Management
Alabama
$9.09M +$2.96M +14,417 +46%
MWM
2615
MOKAN Wealth Management
Kansas
$9.09M +$462K +2,246 +5%
AA
2616
Aire Advisors
California
$9.08M -$56.3K -274 -0.6%
HCA
2617
Harbour Capital Advisors
Virginia
$9.08M -$72.4K -352 -0.8%
EC
2618
Eleva Capital
France
$9.07M
TFA
2619
Trinity Financial Advisors
Ohio
$9.06M +$19.5K +95 +0.2%
PWA
2620
Pitcairn Wealth Advisors
Pennsylvania
$9.05M -$18.7K -91 -0.2%
SFWC
2621
Strategic Family Wealth Counselors
New Jersey
$9.04M -$6.17K -30 -0.1%
TWM
2622
Tortuga Wealth Management
California
$9.04M +$182K +887 +2%
MWA
2623
Medallion Wealth Advisors
Connecticut
$9.03M -$395K -1,920 -4%
DCA
2624
DB&C Advisors
Michigan
$9.03M +$4.95M +24,070 +114%
JF
2625
Jericho Financial
Ohio
$9.02M +$79K +384 +0.9%