We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
101
Central Pacific Bank - Trust Division
Hawaii
$229K
SC
102
Savant Capital
Illinois
$222K +$14.3K +2,275 +6%
AAM
103
AR Asset Management
California
$216K
CSP
104
Cary Street Partners
Virginia
$207K +$220K +35,061 New
LCGC
105
Legacy Capital Group California
California
$201K +$113 +18 +0.1%
CIM
106
Contravisory Investment Management
Massachusetts
$199K +$169 +27 +0.1%
GCM
107
Graham Capital Management
Connecticut
$197K +$210K +33,454 New
SYBT
108
Stock Yards Bank & Trust
Kentucky
$186K
UCFA
109
United Capital Financial Advisors
Texas
$174K -$20.8K -3,324 -10%
CA
110
Claro Advisors
Massachusetts
$173K -$1.76K -281 -0.9%
AWS
111
Atria Wealth Solutions
New York
$173K
Truist Financial
112
Truist Financial
North Carolina
$169K -$27.6K -4,398 -13%
FIM
113
Freedom Investment Management
Connecticut
$167K -$4.43K -707 -2%
Franklin Resources
114
Franklin Resources
California
$166K -$53.4K -8,516 -23%
NRI
115
NFP Retirement Inc
California
$165K
DAS
116
Diversify Advisory Services
Utah
$157K +$2.38K +379 +1%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$150K -$4.04K -645 -3%
LSAG
118
Lake Street Advisors Group
New Hampshire
$146K +$5.25K +837 +4%
EWA
119
EverSource Wealth Advisors
Alabama
$144K +$116K +18,530 +315%
PCS
120
Personal CFO Solutions
New Jersey
$139K -$9.95K -1,587 -6%
PCIA
121
Prime Capital Investment Advisors
Kansas
$139K +$1.39K +221 +0.9%
SRC
122
Sage Rhino Capital
California
$134K -$671 -107 -0.5%
SFA
123
Sequoia Financial Advisors
Ohio
$133K -$865 -138 -0.6%
PSP
124
Principal Street Partners
Tennessee
$132K
BHPW
125
Beverly Hills Private Wealth
California
$129K -$1.86K -296 -1%