We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GP
626
Girard Partners
Pennsylvania
$582K +$607K +13,520 New
IAMOG
627
Investors Asset Management of Georgia
Georgia
$581K -$15.7K -350 -3%
MIM
628
Montgomery Investment Management
Maryland
$576K
LNB
629
Ledyard National Bank
$568K
WTC
630
WhitTier Trust Company
Nevada
$551K -$75.9K -1,690 -12%
BAM
631
Belpointe Asset Management
Nevada
$547K +$141K +3,138 +33%
PLFAM
632
Pineno Levin & Ford Asset Management
Virginia
$546K +$53.9K +1,200 +10%
CSA
633
Cottage Street Advisors
Massachusetts
$543K -$180K -4,000 -24%
MIFH
634
Migdal Insurance & Financial Holdings
Israel
$543K +$147K +3,267 +35%
HBWM
635
Hollow Brook Wealth Management
New York
$536K
RCAG
636
Rehmann Capital Advisory Group
Michigan
$535K +$220K +4,888 +65%
NB
637
Nicolet Bankshares
Wisconsin
$528K -$1.12K -25 -0.2%
WAM
638
Wolverine Asset Management
Illinois
$520K +$544K +12,101 New
CFG
639
Citizens Financial Group
Rhode Island
$518K -$4.04K -90 -0.7%
ACM
640
Argyle Capital Management
Pennsylvania
$517K
BBA
641
Braun-Bostich & Associates
Pennsylvania
$515K +$14.2K +315 +3%
JIC
642
Joel Isaacson & Co
New York
$502K
NWP
643
Northstar Wealth Partners
Connecticut
$500K +$67.4K +1,500 +15%
Fuller & Thaler Asset Management
644
Fuller & Thaler Asset Management
California
$499K
6M
645
6 Meridian
Kansas
$496K -$9.3K -207 -2%
CG
646
Caprock Group
Idaho
$496K +$3.86K +86 +0.8%
ST
647
Spinnaker Trust
Maine
$490K
PWMAG
648
Pinnacle Wealth Management Advisory Group
New Jersey
$485K +$53.5K +1,191 +12%
SC
649
SRB Corp
Massachusetts
$482K +$293K +6,515 +139%
FTIOP
650
Fiduciary Trust International of Pennsylvania
Pennsylvania
$478K +$18K +400 +4%