We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BSA
801
Bull Street Advisors
Georgia
$783K
RBI
802
Raiffeisen Bank International
Austria
$783K +$829K +7,603 New
EI
803
Ellevest Inc
New York
$782K +$163K +1,498 +25%
EAM
804
Eventide Asset Management
Massachusetts
$777K +$823K +7,548 New
HTC
805
Haverford Trust Company
Pennsylvania
$777K -$11.9K -109 -1%
OWP
806
ORG Wealth Partners
Texas
$777K -$22.2K -204 -3%
ECP
807
Epacria Capital Partners
Colorado
$776K
NHC
808
Nicholas Hoffman & Company
Georgia
$776K -$40K -367 -5%
SHGA
809
Sand Hill Global Advisors
California
$771K +$2.62K +24 +0.3%
IIM
810
Ipswich Investment Management
Massachusetts
$766K
GM
811
GeoWealth Management
Illinois
$764K +$196K +1,793 +32%
MSA
812
MUFG Securities Americas
New York
$763K +$805K +7,380 New
MSFS
813
Main Street Financial Solutions
Pennsylvania
$761K -$524K -4,808 -40%
SBIA
814
Sheaff Brock Investment Advisors
Indiana
$760K
MP
815
Mangrove Partners
Connecticut
$759K +$800K +7,335 New
Federated Hermes
816
Federated Hermes
Pennsylvania
$757K -$97.6K -895 -11%
QI
817
Qtron Investments
Massachusetts
$757K
IAS
818
Insigneo Advisory Services
Florida
$753K +$34.6K +317 +5%
MC
819
Moors & Cabot
Massachusetts
$752K +$8.72K +80 +1%
FWM
820
ForthRight Wealth Management
Georgia
$751K -$50.1K -459 -6%
CBT
821
Crews Bank & Trust
Florida
$745K +$786K +7,204 New
CAMG
822
CWA Asset Management Group
Florida
$743K -$7.52K -69 -1%
P
823
Pitcairn
Pennsylvania
$737K +$981 +9 +0.1%
BCA
824
Bay Colony Advisors
Massachusetts
$737K +$105K +966 +16%
GGI
825
Godsey & Gibb Inc
Virginia
$734K