We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
201
Ropes Wealth Advisors
Massachusetts
$413K -$51.7K -1,233 -11%
PGA
202
Portland Global Advisors
Maine
$409K -$37.6K -897 -9%
BAM
203
Belpointe Asset Management
Nevada
$409K -$11.3K -269 -3%
BF
204
BOK Financial
Oklahoma
$404K -$17.9K -426 -4%
PWLP
205
Prio Wealth Limited Partnership
Massachusetts
$398K
1WA
206
180 Wealth Advisors
Washington
$396K
GT
207
Glenmede Trust
Pennsylvania
$390K -$19.1K -456 -5%
GF
208
Gabelli Funds
New York
$386K
SC
209
Saturna Capital
Washington
$386K
GWM
210
GSB Wealth Management
Connecticut
$379K
WS
211
Wedbush Securities
California
$374K -$206K -4,927 -36%
William Blair & Company
212
William Blair & Company
Illinois
$363K -$488K -11,658 -58%
AW
213
ACG Wealth
Georgia
$358K +$9.85K +235 +3%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$350K -$1.84K -44 -0.5%
DAS
215
Dynamic Advisor Solutions
Arizona
$346K -$2.35K -56 -0.7%
SA
216
Sicart Associates
New York
$338K
SFFS
217
Stonehage Fleming Financial Services
Jersey
$338K
ONB
218
Old National Bancorp
Indiana
$337K -$13.8K -329 -4%
CM
219
CoreCommodity Management
Connecticut
$336K +$187K +4,459 +134%
RJT
220
Raymond James Trust
Florida
$330K -$670 -16 -0.2%
PT
221
Plimoth Trust
Massachusetts
$326K -$23.9K -570 -7%
DWT
222
Dorsey & Whitney Trust
South Dakota
$323K -$10.9K -261 -3%
ECM
223
Evergreen Capital Management
Washington
$315K -$11.4K -273 -4%
CPIG
224
Chicago Partners Investment Group
Illinois
$315K
LC
225
Lourd Capital
California
$313K +$16.5K +393 +6%