We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1051
Kathmere Capital Management
Pennsylvania
$421K +$29K +98 +7%
CNBOF
1052
City National Bank of Florida
Florida
$420K +$50.3K +170 +13%
BFA
1053
Beaumont Financial Advisors
Massachusetts
$420K -$10.9K -37 -2%
PPWP
1054
Premier Path Wealth Partners
New Jersey
$417K -$85.8K -290 -17%
LP
1055
LMR Partners
United Kingdom
$415K +$426K +1,440 New
CAM
1056
Campion Asset Management
Virginia
$414K – – –
PCP
1057
Perbak Capital Partners
United Kingdom
$413K -$985K -3,329 -70%
VCM
1058
Versant Capital Management
Arizona
$412K -$148K -499 -26%
PMA
1059
Prudent Man Advisors
Illinois
$412K -$317K -1,073 -43%
KP
1060
Keel Point
Alabama
$409K -$28.7K -97 -6%
GPA
1061
Guerra Pan Advisors
New Jersey
$408K – – –
TC
1062
TownSquare Capital
Utah
$408K -$351K -1,186 -46%
HPM
1063
Hudson Portfolio Management
New York
$407K -$29.6K -100 -7%
RA
1064
RFG Advisory
Alabama
$406K -$111K -376 -21%
BS
1065
Banco Santander
Spain
$404K -$19.8K -67 -5%
CAG
1066
Csenge Advisory Group
Florida
$403K +$31.4K +106 +8%
SI
1067
Seeds Investor
New York
$401K -$117K -395 -22%
OF
1068
Optimize Financial
California
$401K +$412K +1,391 New
NAS
1069
Nicolet Advisory Services
Wisconsin
$399K +$66.3K +224 +21%
EI
1070
Ellevest Inc
New York
$398K +$9.47K +32 +2%
DMBA
1071
Deseret Mutual Benefit Administrators
Utah
$397K +$140K +473 +52%
FNBTCON
1072
First National Bank & Trust Co of Newtown
Pennsylvania
$396K – – –
SL
1073
Sentinus LLC
Illinois
$396K -$29.3K -99 -7%
QL
1074
Quarry LP
New York
$394K +$57.4K +194 +17%
EWM
1075
Evercore Wealth Management
New York
$394K -$290K -981 -42%