We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$1M – – –
BL
452
Balentine LLC
Georgia
$998K +$579K +737 +122%
SWM
453
Strategic Wealth Management
Washington
$997K +$1.05M +1,338 New
HAG
454
HighPoint Advisor Group
Illinois
$996K +$70.7K +90 +7%
CHAM
455
Clear Harbor Asset Management
Connecticut
$989K – – –
PAM
456
Private Asset Management
California
$989K +$291K +370 +39%
PFPT
457
Pinnacle Financial Partners (Tennessee)
Tennessee
$978K +$18.1K +23 +2%
SW
458
SteelPeak Wealth
California
$969K +$560K +713 +121%
FMLI
459
Fukoku Mutual Life Insurance
Japan
$969K +$1.02M +1,300 New
Two Sigma Investments
460
Two Sigma Investments
New York
$966K -$5.11M -6,500 -83%
SCA
461
Sassicaia Capital Advisers
New York
$965K +$1.02M +1,295 New
IA
462
IAM Advisory
Pennsylvania
$963K +$1.05M +1,334 New
FP
463
Financial Perspectives
Minnesota
$962K +$102K +130 +11%
HBWM
464
Hollow Brook Wealth Management
New York
$960K -$18.9K -24 -2%
SSWM
465
Sheets Smith Wealth Management
North Carolina
$938K -$1.57K -2 -0.2%
FMT
466
First Mercantile Trust
Tennessee
$935K -$145K -185 -13%
DCM
467
Dupont Capital Management
Delaware
$924K -$113K -144 -10%
KCM
468
Knoll Capital Management
Florida
$912K +$1.01M +1,280 New
SI
469
Shaker Investments
Ohio
$908K +$6.29K +8 +0.7%
FAFN
470
First Affirmative Financial Network
Colorado
$899K +$949K +1,207 New
SFO
471
Stokes Family Office
Louisiana
$896K +$21.2K +27 +2%
BCM
472
Bluefin Capital Management
New York
$893K +$942K +1,199 New
TWM
473
Titus Wealth Management
California
$891K +$334K +425 +55%
Mackenzie Financial
474
Mackenzie Financial
Ontario, Canada
$884K +$29.9K +38 +3%
ED
475
Exane Derivatives
France
$877K +$467K +594 +102%