We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
301
B. Riley Wealth Advisors
Florida
$467K -$201K -2,821 -30%
WSTAM
302
Wilbanks Smith & Thomas Asset Management
Virginia
$466K -$222K -3,123 -32%
ATC
303
Argent Trust Co
Tennessee
$458K – – –
FFS
304
Founders Financial Securities
Maryland
$455K +$13.4K +189 +3%
First Manhattan
305
First Manhattan
New York
$437K -$36.9K -518 -8%
P
306
Pitcairn
Pennsylvania
$431K +$24.9K +350 +6%
BWP
307
BSW Wealth Partners
Colorado
$430K -$5.83K -82 -1%
WA
308
WealthTrust Axiom
Pennsylvania
$430K -$712 -10 -0.2%
AWS
309
Atria Wealth Solutions
New York
$425K +$210K +2,954 +96%
William Blair & Company
310
William Blair & Company
Illinois
$423K +$105K +1,482 +33%
GRP
311
Global Retirement Partners
California
$398K +$138K +1,944 +56%
ARMT
312
Amica Retiree Medical Trust
Rhode Island
$392K -$125K -1,763 -24%
SFA
313
Sequoia Financial Advisors
Ohio
$391K -$12.2K -171 -3%
PBT
314
Pictet Bank & Trust
Bahamas
$390K – – –
BBA
315
Baader Bank Aktiengesellschaft
Germany
$383K +$421K +5,920 New
PAG
316
Private Advisor Group
New Jersey
$375K -$87.7K -1,232 -19%
HW
317
Hancock Whitney
Mississippi
$371K +$373K +5,248 New
NFGCM
318
Norman Fields Gottscho Capital Management
New York
$357K -$28.5K -400 -7%
AssetMark Inc
319
AssetMark Inc
California
$357K +$76.9K +1,081 +27%
IWC
320
Integrated Wealth Concepts
Massachusetts
$353K -$9.18K -129 -3%
S
321
SimplyRich
California
$352K +$18K +253 +5%
SB
322
Simmons Bank
Arkansas
$349K – – –
WTC
323
WhitTier Trust Company
Nevada
$346K -$7.4K -104 -2%
WWP
324
WR Wealth Planners
Missouri
$340K +$12.5K +175 +4%
BPA
325
Beacon Pointe Advisors
California
$338K -$68.9K -968 -17%