We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
351
Evergreen Capital Management
Washington
$433K +$70.7K +788 +19%
TBT
352
Texas Bank & Trust
Texas
$431K
HS
353
HighVista Strategies
Massachusetts
$430K +$549K +6,123 New
WA
354
Waverly Advisors
Alabama
$429K +$10K +112 +2%
CA
355
Clearstead Advisors
Ohio
$424K -$146K -1,628 -25%
DWT
356
Dorsey & Whitney Trust
South Dakota
$422K +$28.6K +319 +7%
SC
357
SummitTX Capital
Texas
$419K +$426K +4,745 New
NPT
358
Nixon Peabody Trust
Massachusetts
$418K
GRP
359
Global Retirement Partners
California
$417K +$424K +4,722 New
APWM
360
Argonautica Private Wealth Management
Massachusetts
$416K -$9.06K -101 -2%
CFG
361
Citizens Financial Group
Rhode Island
$410K +$170K +1,891 +69%
LAS
362
LWM Advisory Services
Florida
$403K
WSFS
363
Wilmington Savings Fund Society
Delaware
$387K -$62.8K -700 -14%
CWM
364
Cranbrook Wealth Management
Michigan
$386K
VCM
365
Versant Capital Management
Arizona
$384K +$49.6K +553 +15%
PCS
366
Personal CFO Solutions
New Jersey
$381K -$20.3K -226 -5%
WT
367
Whittier Trust
California
$380K -$8.34K -93 -2%
CAM
368
Cresset Asset Management
Illinois
$378K -$357K -3,982 -48%
KAS
369
Kestra Advisory Services
Texas
$377K -$40.7K -454 -10%
BP
370
Ballentine Partners
Massachusetts
$375K +$33.3K +371 +10%
LJAC
371
L.J. Altfest & Co
New York
$373K +$7.71K +86 +2%
Jones Financial Companies
372
Jones Financial Companies
Missouri
$372K +$64K +714 +20%
CAL
373
Capital Analysts LLC
Pennsylvania
$369K
HTC
374
Haverford Trust Company
Pennsylvania
$361K +$366K +4,083 New
HJIM
375
Henry James International Management
New York
$341K -$4.22K -47 -1%