We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Perigon Wealth Management
California
$530K -$2.04K -5 -0.5%
CGH
302
Crossmark Global Holdings
Texas
$528K +$396K +970 New
JCM
303
Jag Capital Management
Missouri
$514K +$5.3K +13 +1%
PTC
304
Private Trust Company
Ohio
$511K +$76.7K +188 +25%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$502K +$155K +380 +70%
IF
306
Intrua Financial
Texas
$495K -$30.2K -74 -8%
VI
307
Vestcor Inc
New Brunswick, Canada
$495K +$112K +274 +43%
KWM
308
Kassira Wealth Management
Tennessee
$490K +$367K +899 New
Neuberger Berman Group
309
Neuberger Berman Group
New York
$489K +$13K +32 +4%
CTC
310
Central Trust Company
Missouri
$487K +$163K +400 +81%
NS
311
NBC Securities
Alabama
$484K -$268K -658 -43%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$474K +$86.9K +213 +32%
HSBC Holdings
313
HSBC Holdings
United Kingdom
$470K +$88.1K +216 +33%
SC
314
Savant Capital
Illinois
$461K -$2.85K -7 -0.8%
BCM
315
Bayesian Capital Management
New York
$459K +$344K +843 New
KAS
316
Kestra Advisory Services
Texas
$455K -$191K -468 -36%
KPP
317
Kings Path Partners
Texas
$448K -$376K -921 -53%
IAIM
318
International Assets Investment Management
Florida
$443K +$6.12K +15 +2%
Balyasny Asset Management
319
Balyasny Asset Management
Illinois
$441K -$505K -1,238 -60%
ACM
320
Arlington Capital Management
Illinois
$438K +$328K +805 New
SOWAS
321
Silver Oak Wealth Advisors Services
California
$436K
EPW
322
Evolve Private Wealth
California
$427K +$320K +784 New
EAM
323
Eventide Asset Management
Massachusetts
$423K +$335K +822 New
IWC
324
Integrated Wealth Concepts
Massachusetts
$421K +$315K +773 New
WCA
325
Westover Capital Advisors
Delaware
$419K -$6.52K -16 -2%