We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Modera Wealth Management
New Jersey
$566K -$1.78K -8 -0.3%
HTC
727
Haverford Trust Company
Pennsylvania
$562K
IMC Chicago
728
IMC Chicago
Illinois
$559K +$579K +2,606 New
EC
729
EntryPoint Capital
New York
$557K -$262K -1,179 -31%
FISPB
730
Fideuram - Intesa Sanpaolo Private Banking
$557K +$410K +1,845 +244%
CFG
731
Citizens Financial Group
Rhode Island
$554K -$6.22K -28 -1%
JSW
732
Journey Strategic Wealth
New Jersey
$544K +$147K +661 +35%
TCM
733
Tributary Capital Management
Nebraska
$542K -$13.3K -60 -2%
AFG
734
Atomi Financial Group
New York
$542K +$64.4K +290 +13%
GD
735
Grandfield & Dodd
New York
$541K +$153K +689 +38%
DCM
736
DGS Capital Management
New Jersey
$537K +$33.1K +149 +6%
LFAS
737
Level Four Advisory Services
Texas
$535K +$21.8K +98 +4%
EFG
738
Everhart Financial Group
Ohio
$534K +$97.6K +439 +21%
WA
739
Waddell & Associates
Tennessee
$533K +$95.6K +430 +21%
IMC
740
Investment Management Corporation
Virginia
$530K +$12K +54 +2%
FFA
741
Florida Financial Advisors
Florida
$528K +$108K +487 +25%
WJWM
742
Williams Jones Wealth Management
New York
$528K -$16.7K -75 -3%
SWM
743
Segment Wealth Management
Texas
$525K +$5.33K +24 +1%
AO
744
Advisor OS
Illinois
$521K +$10.2K +46 +2%
FRA
745
Frank Rimerman Advisors
California
$512K +$4.89K +22 +0.9%
FT
746
Fiduciary Trust
Massachusetts
$508K +$6K +27 +1%
EP
747
Essential Partners
California
$507K +$1.78K +8 +0.3%
GWM
748
GSB Wealth Management
Connecticut
$507K -$4.44K -20 -0.8%
NB
749
Nicolet Bankshares
Wisconsin
$506K +$524K +2,359 New
FWA
750
FSM Wealth Advisors
Ohio
$501K -$12.9K -58 -2%