We are live on ! Find out more
BP icon

BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
651
Fiduciary Trust
Massachusetts
$379K -$14.2K -379 -3%
SJL
652
Shayne & Jacobs LLC
Tennessee
$377K – – –
EWA
653
Exencial Wealth Advisors
Oklahoma
$377K +$5.21K +139 +1%
FA
654
FSA Advisors
Michigan
$375K +$388K +10,358 New
PCM
655
Perkins Capital Management
Minnesota
$374K – – –
BFG
656
Berger Financial Group
Minnesota
$372K +$151K +4,038 +64%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$369K – – –
FFN
658
Focus Financial Network
Minnesota
$369K +$7.87K +210 +2%
LBC
659
Lowe Brockenbrough & Co
Virginia
$367K -$5.62K -150 -1%
SWS
660
SYSTM Wealth Solutions
Illinois
$366K -$621K -16,569 -62%
JSSH
661
J. Safra Sarasin Holding
$365K +$379K +10,108 New
XWM
662
Xcel Wealth Management
Florida
$365K -$18.7K -498 -5%
SFP
663
Sweet Financial Partners
Minnesota
$364K +$37 +1 +0%
FDCDDQ
664
Federation des caisses Desjardins du Quebec
Quebec, Canada
$363K -$44.8K -1,196 -11%
PBT
665
Pictet Bank & Trust
Bahamas
$363K – – –
CICI
666
Capital Investment Counsel Inc
North Carolina
$363K -$9.37K -250 -2%
FCIM
667
Fairview Capital Investment Management
California
$363K -$536K -14,305 -59%
EB
668
Eastern Bank
Massachusetts
$361K – – –
USGIU
669
U.S. Global Investors (USGI)
Texas
$361K +$375K +10,000 New
CA
670
Crewe Advisors
Utah
$359K +$674 +18 +0.2%
JCM
671
Jacobi Capital Management
Pennsylvania
$359K -$41.5K -1,108 -10%
CWS
672
Confluence Wealth Services
Pennsylvania
$358K -$20.2K -538 -5%
PCM
673
Peirce Capital Management
Texas
$358K +$372K +9,929 New
SAM
674
Silvercrest Asset Management
New York
$357K – – –
ACMA
675
Arbor Capital Management (Alaska)
Alaska
$354K – – –
25 26
27
28 29