We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
601
Private Trust Company
Ohio
$292K -$59.3K -335 -17%
EFMC
602
Empire Financial Management Company
New York
$291K – – –
Harvest Fund Management
603
Harvest Fund Management
China
$290K +$217K +1,228 +312%
Ameritas Investment Partners
604
Ameritas Investment Partners
Nebraska
$290K -$18.2K -103 -6%
SCM
605
Stonehearth Capital Management
Massachusetts
$289K -$22.1K -125 -7%
Evercore Wealth Management
606
Evercore Wealth Management
New York
$289K -$8.86K -50 -3%
Dynamic Advisor Solutions
607
Dynamic Advisor Solutions
Arizona
$288K +$8.86K +50 +3%
TCBWMS
608
Texas Capital Bank Wealth Management Services
Texas
$288K +$17.7K +100 +7%
AIM
609
Arcadia Investment Management
Michigan
$286K – – –
MAM
610
Mystic Asset Management
Rhode Island
$286K – – –
Atria Wealth Solutions
611
Atria Wealth Solutions
New York
$283K +$16.1K +91 +6%
Moneta Group Investment Advisors
612
Moneta Group Investment Advisors
Missouri
$277K +$274K +1,546 New
SignatureFD
613
SignatureFD
Georgia
$275K +$25.3K +143 +10%
CGL
614
Clarius Group LLC
Washington
$275K -$43.6K -246 -14%
First Manhattan
615
First Manhattan
New York
$273K – – –
Curi RMB Capital
616
Curi RMB Capital
Illinois
$273K -$4.43K -25 -2%
RT
617
Rockland Trust
Massachusetts
$271K -$4.61K -26 -2%
OL
618
Optas LLC
Texas
$270K +$50.8K +287 +24%
SVWAG
619
Sound View Wealth Advisors Group
Georgia
$269K +$5.67K +32 +2%
BCMO
620
Buckingham Capital Management (Ohio)
Ohio
$269K – – –
NPT
621
Nixon Peabody Trust
Massachusetts
$269K +$266K +1,500 New
HCM
622
Hudson Capital Management
New Jersey
$267K -$1.77K -10 -0.7%
Arax Advisory Partners
623
Arax Advisory Partners
Colorado
$266K +$44.3K +250 +20%
WTA
624
Washington Trust Advisors
Massachusetts
$266K – – –
CWC
625
Carolinas Wealth Consulting
North Carolina
$266K -$12.2K -69 -4%