We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
Segment Wealth Management
Texas
$1.96M +$163K +248 +10%
TWM
852
Trueblood Wealth Management
Ohio
$1.96M +$21.7K +33 +1%
CIC
853
Chilton Investment Company
Connecticut
$1.95M +$1.47M +2,232 +449%
VIA
854
Virtus Investment Advisers
Connecticut
$1.94M -$374K -567 -17%
WC
855
Wynn Capital
Georgia
$1.93M +$6.59K +10 +0.4%
IWP
856
Innova Wealth Partners
Pennsylvania
$1.93M +$1.32K +2 +0.1%
CA
857
Cullinan Associates
Kentucky
$1.93M -$1.07M -1,627 -38%
CA
858
Commerzbank Aktiengesellschaft
Germany
$1.92M -$25.7K -39 -1%
BP
859
BBR Partners
New York
$1.91M -$1.32K -2 -0.1%
CTA
860
Clear Trail Advisors
Texas
$1.91M +$438K +665 +33%
AWM
861
Angeles Wealth Management
California
$1.91M +$24.4K +37 +1%
TCIIS
862
TIAA-CREF Individual & Institutional Services
New York
$1.91M +$158K +240 +10%
BBA
863
Baader Bank Aktiengesellschaft
Germany
$1.89M +$613K +930 +54%
GPA
864
Garrison Point Advisors
California
$1.89M -$42.8K -65 -2%
JAM
865
Jupiter Asset Management
United Kingdom
$1.89M +$1.74M +2,647 New
RE
866
Rydar Equities
Texas
$1.88M +$206K +313 +12%
SAM
867
Smithbridge Asset Management
Pennsylvania
$1.88M -$69.2K -105 -4%
CAM
868
Cozad Asset Management
Illinois
$1.86M -$26.4K -40 -2%
IBOK
869
Independence Bank of Kentucky
Kentucky
$1.86M -$29.6K -45 -2%
BHC
870
Bull Harbor Capital
Maryland
$1.84M +$289K +439 +20%
SAG
871
SageView Advisory Group
California
$1.8M +$32.9K +50 +2%
OFS
872
OneAscent Financial Services
Alabama
$1.78M -$430K -652 -21%
DTC
873
Davidson Trust Company
Washington
$1.78M +$2.64K +4 +0.2%
MSFS
874
Main Street Financial Solutions
Pennsylvania
$1.77M +$426K +647 +35%
LFM
875
LGT Fund Management
Liechtenstein
$1.77M +$1.64M +2,486 New