We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
451
Jacobi Capital Management
Pennsylvania
$17K – – –
Rockefeller Capital Management
452
Rockefeller Capital Management
New York
$16K +$969 +17 +6%
CG
453
Cutler Group
California
$16K +$3.42K +60 +27%
CFO
454
CVA Family Office
Colorado
$16K +$15.8K +277 New
MLFP
455
MPS Loria Financial Planners
Illinois
$15K – – –
PWMG
456
Prestige Wealth Management Group
New Jersey
$13K -$146K -2,565 -92%
SAM
457
S.A. Mason
Michigan
$12K – – –
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
$11K +$10.5K +185 New
FBT
459
First Bank & Trust
South Dakota
$10K -$171 -3 -2%
EARNEST Partners
460
EARNEST Partners
Georgia
$10K – – –
ST
461
Smithfield Trust
Pennsylvania
$9K – – –
HCP
462
Hexagon Capital Partners
Arkansas
$8K -$4.05K -71 -32%
BCA
463
Berman Capital Advisors
Georgia
$8K – – –
NFSG
464
Newbridge Financial Services Group
Florida
$8K – – –
VCM
465
Versant Capital Management
Arizona
$8K – – –
PFBT
466
Parkside Financial Bank & Trust
Missouri
$8K +$171 +3 +2%
PA
467
Parallel Advisors
California
$8K +$1.31K +23 +20%
SFSIG
468
San Francisco Sentry Investment Group
California
$7K – – –
GRP
469
Global Retirement Partners
California
$7K +$2.05K +36 +40%
FHC
470
First Horizon Corporation
Tennessee
$7K +$2.17K +38 +45%
AWA
471
Arkadios Wealth Advisors
Georgia
$7K +$6.04K +106 +505%
HWA
472
Heritage Wealth Advisors
Virginia
$6.35K – – –
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
EW
474
Evoke Wealth
California
$6K – – –
GAM
475
Gemmer Asset Management
California
$6K – – –