We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$513K +$17.3K +357 +3%
BOH
327
Bank of Hawaii
Hawaii
$511K -$182K -3,738 -23%
ASN
328
Advisory Services Network
Georgia
$508K -$68.6K -1,411 -10%
API
329
Advisor Partners II
California
$503K +$583K +12,004 New
WFI
330
West Family Investments
California
$480K +$124K +2,549 +29%
AGP
331
Autumn Glory Partners
Texas
$467K +$289K +5,940 +115%
DLCIG
332
D.L. Carlson Investment Group
New Hampshire
$459K -$63.6K -1,310 -11%
CFB
333
Cullen/Frost Bankers
Texas
$457K – – –
1SB
334
1ST Source Bank
Indiana
$457K +$66.6K +1,370 +14%
FNT
335
First National Trust
Pennsylvania
$435K – – –
Verition Fund Management
336
Verition Fund Management
Connecticut
$422K -$239K -4,917 -33%
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$419K +$6.56K +135 +1%
AWA
338
Aaron Wealth Advisors
Illinois
$419K +$486K +10,000 New
TCMP
339
Thrive Capital Management (Pennsylvania)
Pennsylvania
$418K +$189K +3,886 +64%
OPPTF
340
OPSEU Pension Plan Trust Fund
Ontario, Canada
$398K -$24.1K -496 -5%
CL
341
CPWM LLC
Washington
$394K – – –
CAM
342
Campion Asset Management
Virginia
$392K +$23.3K +480 +5%
KA
343
KLCM Advisors
Wisconsin
$391K +$453K +9,318 New
DMIC
344
Dixon Mitchell Investment Counsel
British Columbia, Canada
$391K -$11.9K -245 -3%
QI
345
QV Investors
Alberta, Canada
$389K – – –
Vanguard Personalized Indexing Management
346
Vanguard Personalized Indexing Management
California
$386K -$87.6K -1,803 -16%
BW
347
Bison Wealth
Georgia
$385K +$33.4K +688 +8%
HNB
348
Huntington National Bank
Ohio
$380K -$8.11K -167 -2%
PFO
349
Pathstone Family Office
New Jersey
$378K +$438K +9,011 New
WA
350
Wealthstar Advisors
Texas
$374K -$453K -9,326 -51%