We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
301
SVB Wealth
Massachusetts
$35.5K +$36.3K +1,544 New
BLC
302
Brown, Lisle/Cummings
Rhode Island
$35K +$235 +10 +0.7%
HIM
303
Hillsdale Investment Management
Ontario, Canada
$33.1K -$1.47M -62,600 -98%
CCM
304
Coldstream Capital Management
Washington
$31.9K +$32.6K +1,388 New
W
305
WealthCollab
Washington
$31.3K +$4.66K +198 +17%
JAM
306
JCIC Asset Management
Ontario, Canada
$30.3K +$4.23K +180 +16%
BWL
307
Bogart Wealth LLC
Virginia
$27.7K
BWM
308
Bernard Wealth Management
Michigan
$27.3K +$1.15K +49 +4%
TF
309
Tompkins Financial
New York
$27.2K
HCP
310
Hexagon Capital Partners
Arkansas
$24.9K +$6.07K +258 +31%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$24.7K -$4.56K -194 -14%
WTC
312
WhitTier Trust Company
Nevada
$24.2K -$941 -40 -4%
CTC
313
Central Trust Company
Missouri
$23.4K -$10.8K -458 -31%
WT
314
Whittier Trust
California
$22.2K
BTI
315
Blue Trust Inc
Georgia
$21.5K
CMP
316
Coston McIsaac & Partners
Maine
$19K
FHA
317
First Horizon Advisors
Tennessee
$17.8K
CT
318
Caldwell Trust
Florida
$17.7K
MCM
319
Manchester Capital Management
Vermont
$17K +$2.4K +102 +16%
Skandinaviska Enskilda Banken (SEB)
320
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.8K -$2.05K -87 -11%
FWA
321
FSC Wealth Advisors
New York
$15K +$470 +20 +3%
RTC
322
Riverview Trust Company
Washington
$14.9K
CFS
323
CGC Financial Services
Oregon
$13.8K
TCOV
324
Trust Company of Vermont
Vermont
$12.9K -$2.12K -90 -14%
AF
325
Allworth Financial
California
$12.9K -$13.4K -568 -49%