We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1851
Sterling Investment Counsel
New York
$569K +$78.5K +288 +17%
VCM
1852
Vivaldi Capital Management
Illinois
$569K +$98.9K +363 +23%
CWM
1853
Calamos Wealth Management
Illinois
$568K +$1.64K +6 +0.3%
3F
1854
360 Financial
Minnesota
$567K
NWM
1855
Northcape Wealth Management
New York
$565K -$72.2K -265 -12%
CANC
1856
Culbertson A N & Co
Virginia
$565K
ITIM
1857
Indiana Trust & Investment Management
Indiana
$565K
AT
1858
Arlington Trust
Alabama
$565K +$534K +1,960 New
HIP
1859
HUB Investment Partners
Texas
$562K +$532K +1,952 New
ECAM
1860
East Coast Asset Management
Massachusetts
$562K
SPI
1861
Santori & Peters Inc
Pennsylvania
$561K +$3.81K +14 +0.7%
AUB
1862
Atlantic Union Bankshares
Virginia
$560K +$16.6K +61 +3%
OFS
1863
OneAscent Financial Services
Alabama
$560K +$267K +979 +101%
CTA
1864
Colonial Trust Advisors
South Carolina
$556K -$328K -1,203 -38%
DTC
1865
Davidson Trust Company
Washington
$555K +$53.1K +195 +11%
KI
1866
Kapitalo Investimentos
Brazil
$553K +$246K +904 +89%
MI
1867
Motiv8 Investments
Florida
$551K +$521K +1,913 New
WFI
1868
West Family Investments
California
$551K -$1.09K -4 -0.2%
LC
1869
Lindbrook Capital
California
$549K +$97.5K +358 +23%
TRIA
1870
Trail Ridge Investment Advisors
Colorado
$548K -$5.99K -22 -1%
BRIA
1871
Balanced Rock Investment Advisors
Massachusetts
$548K +$518K +1,902 New
PWM
1872
Paulson Wealth Management
Illinois
$548K -$287K -1,054 -36%
CAM
1873
Campion Asset Management
Virginia
$547K
HVIA
1874
Hudson Valley Investment Advisors
New York
$547K +$16.3K +60 +4%
FPAS
1875
Focus Partners Advisor Solutions
Missouri
$546K -$1.13M -4,147 -69%