We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LS
401
Leelyn Smith
Illinois
$79K
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$78K +$28.3K +688 +58%
C
403
Cerebellum
California
$75K +$64.7K +1,572 New
CFG
404
Capstone Financial Group
Oklahoma
$68K -$101K -2,450 -60%
IFAM
405
Institutional & Family Asset Management
Colorado
$65K
TCOV
406
Trust Company of Vermont
Vermont
$64K
CAN
407
Cetera Advisor Networks
California
$64K +$63.4K +1,540 New
AWA
408
Arkadios Wealth Advisors
Georgia
$63.4K -$5.52K -134 -8%
WB
409
Webster Bank
Connecticut
$63K
PA
410
Parallel Advisors
California
$62K +$2.14K +52 +4%
TC
411
Truvestments Capital
Florida
$60K
CFO
412
CVA Family Office
Colorado
$58K +$34.4K +835 +149%
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$53K
AF
414
Advisornet Financial
Minnesota
$52K +$4.78K +116 +10%
TH
415
TCTC Holdings
Texas
$52K +$50.7K +1,232 New
VLKIM
416
Van Lanschot Kempen Investment Management
Netherlands
$51K
OPS
417
Orion Portfolio Solutions
Nebraska
$50K
WT
418
Whittier Trust
California
$49K
PCG
419
Private Capital Group
Connecticut
$48K -$4.82K -117 -9%
RFA
420
Reilly Financial Advisors
California
$47K
LWM
421
Liberty Wealth Management
California
$44K -$8.56K -208 -16%
BAM
422
Barrett Asset Management
New York
$41K +$5.64K +137 +16%
KPW
423
Kore Private Wealth
New York
$40K +$9.47K +230 +31%
MCM
424
MV Capital Management
Maryland
$38K +$37.3K +907 New
ECM
425
Estabrook Capital Management
New York
$37.6K