We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
501
High Point Wealth Management
New Jersey
$546K +$855 +8 +0.2%
BBHC
502
Brown Brothers Harriman & Co
New York
$543K +$159K +1,491 +43%
EWA
503
EP Wealth Advisors
California
$542K +$123K +1,152 +30%
SC
504
Syon Capital
California
$542K +$79.4K +743 +18%
William Blair & Company
505
William Blair & Company
Illinois
$536K +$78.7K +736 +18%
EC
506
EntryPoint Capital
New York
$535K
MWC
507
MBM Wealth Consultants
Missouri
$534K +$20.4K +191 +4%
EPW
508
Evolve Private Wealth
California
$531K +$62K +580 +14%
CFG
509
Citizens Financial Group
Rhode Island
$530K +$4.17K +39 +0.8%
LNB
510
Ledyard National Bank
$528K
TE
511
Tema ETFs
New York
$519K +$2.25K +21 +0.4%
VT
512
Vise Technologies
New York
$515K
IIC
513
Ironwood Investment Counsel
Arizona
$508K
SOS
514
Silver Oak Securities
Tennessee
$508K +$19.7K +184 +4%
Aviva
515
Aviva
United Kingdom
$506K
MC
516
Moors & Cabot
Massachusetts
$496K -$12.7K -119 -3%
MG
517
Mather Group
Illinois
$490K -$62.2K -582 -12%
TG
518
TCW Group
California
$490K +$23K +215 +5%
SCM
519
Saxony Capital Management
Missouri
$484K +$1.39K +13 +0.3%
GT
520
Greenleaf Trust
Michigan
$483K +$7.91K +74 +2%
TTIC
521
Tower Trust & Investment Company
Iowa
$479K
VAG
522
VisionPoint Advisory Group
Texas
$477K -$1.18K -11 -0.3%
BPA
523
Beacon Pointe Advisors
California
$472K +$62.5K +585 +16%
BAMG
524
Brand Asset Management Group
Missouri
$468K +$2.46K +23 +0.5%
HI
525
Harbour Investments
Wisconsin
$465K +$281K +2,632 +165%