We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
976
Shamrock Asset Management
Texas
$36K – – –
VCM
977
Versant Capital Management
Arizona
$36K +$945 +3 +2%
SWP
978
Strategic Wealth Partners
Ohio
$35K +$47.2K +150 New
RIA
979
Realta Investment Advisors
Delaware
$34K +$45.7K +145 New
ST
980
Somerset Trust
Pennsylvania
$33K +$26.5K +84 +150%
MNBTD
981
Moody National Bank Trust Division
Texas
$32K – – –
IBOK
982
Independence Bank of Kentucky
Kentucky
$31K – – –
PO
983
Private Ocean
California
$31K +$41.6K +132 New
WPA
984
West Paces Advisors
Georgia
$30.7K – – –
1IA
985
1834 Investment Advisors
Wisconsin
$30K – – –
PHK
986
Point72 Hong Kong
Hong Kong
$30K +$40K +127 New
FPFS
987
First Personal Financial Services
North Carolina
$29K -$2.52K -8 -6%
CCM
988
Covington Capital Management
California
$28K -$6.3K -20 -14%
OIA
989
OneDigital Investment Advisors
Kansas
$28K +$31.5K +100 +500%
WCG
990
Weaver Consulting Group
California
$28K +$38.4K +122 New
CBT
991
Capital Bank & Trust
California
$27K -$19.2K -61 -34%
SSB
992
Sandy Spring Bank
Maryland
$27K -$7.87K -25 -18%
HFM
993
Hartford Financial Management
Connecticut
$27K – – –
DAM
994
Delta Asset Management
Tennessee
$26K – – –
KPW
995
Kore Private Wealth
New York
$26K – – –
BAM
996
Barrett Asset Management
New York
$25K – – –
NWM
997
Northwest Wealth Management
Iowa
$25K +$21.4K +68 +189%
HIIFS
998
Harel Insurance Investments & Financial Services
Israel
$24K -$220K -700 -88%
EARNEST Partners
999
EARNEST Partners
Georgia
$24K – – –
FWM
1000
Focused Wealth Management
New York
$24K – – –