We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
651
Texas Capital Bank Wealth Management Services
Texas
$369K -$3.77K -18 -1%
VCM
652
Vivaldi Capital Management
Illinois
$368K – – –
Belpointe Asset Management
653
Belpointe Asset Management
Nevada
$366K +$92.9K +444 +35%
SAM
654
Strategy Asset Managers
California
$365K -$38.7K -185 -10%
ALPS Advisors
655
ALPS Advisors
Colorado
$363K -$4.39K -21 -1%
ANBT
656
American National Bank & Trust
Texas
$360K – – –
Wedmont Private Capital
657
Wedmont Private Capital
Pennsylvania
$358K +$50.4K +241 +17%
EBA
658
Eagle Bay Advisors
New York
$357K -$63K -301 -15%
NG
659
Norden Group
Utah
$355K +$66.1K +316 +24%
CAM
660
Campion Asset Management
Virginia
$353K -$19.9K -95 -5%
GWM
661
Gibbs Wealth Management
Georgia
$351K +$41.4K +198 +14%
Ballentine Partners
662
Ballentine Partners
Massachusetts
$350K +$13.4K +64 +4%
BWP
663
BSW Wealth Partners
Colorado
$350K +$19K +91 +6%
Guggenheim Capital
664
Guggenheim Capital
Illinois
$349K -$65.9K -315 -16%
EFMC
665
Empire Financial Management Company
New York
$349K – – –
Martingale Asset Management
666
Martingale Asset Management
Massachusetts
$348K -$393K -1,877 -54%
APWM
667
Argonautica Private Wealth Management
Massachusetts
$347K -$209 -1 -0.1%
SOS
668
Silver Oak Securities
Tennessee
$345K +$105K +501 +44%
UW
669
Unique Wealth
Florida
$345K +$19.9K +95 +6%
WA
670
Wambolt & Associates
Colorado
$344K -$134K -642 -29%
Blue Trust Inc
671
Blue Trust Inc
Georgia
$344K +$192K +918 +111%
AIM
672
Arcadia Investment Management
Michigan
$344K – – –
PWMG
673
Prestige Wealth Management Group
New Jersey
$342K – – –
T
674
TOBAM
France
$341K -$13.6K -65 -4%
Horizon Investments
675
Horizon Investments
North Carolina
$340K -$18.8K -90 -5%