We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PT
926
Plimoth Trust
Massachusetts
$428K -$3.87K -15 -1%
HIIFS
927
Harel Insurance Investments & Financial Services
Israel
$426K -$57.5K -223 -13%
WWS
928
Wellington Wealth Strategies
Indiana
$425K +$372K +1,442 New
FFA
929
Founders Financial Alliance
North Carolina
$422K +$369K +1,432 New
CJ
930
Caitlin John
Michigan
$420K +$15.5K +60 +4%
AO
931
Advisor OS
Illinois
$420K +$33.5K +130 +10%
WDA
932
Wendell David Associates
New Hampshire
$419K -$20.6K -80 -5%
PA
933
Procyon Advisors
Connecticut
$417K -$18K -70 -5%
ST
934
Sageworth Trust
Pennsylvania
$415K
SSWM
935
Smith Salley Wealth Management
North Carolina
$414K -$2.83K -11 -0.8%
TC
936
Torno Capital
Massachusetts
$413K +$361K +1,400 New
EWM
937
Evercore Wealth Management
New York
$408K -$3.61K -14 -1%
DBIA
938
Dumont & Blake Investment Advisors
New Jersey
$408K +$1.29K +5 +0.4%
WPP
939
Whalerock Point Partners
Rhode Island
$408K
BHBT
940
Burke & Herbert Bank & Trust
Virginia
$404K -$29.4K -114 -8%
SI
941
Stephens Inc
Arkansas
$401K -$25K -97 -7%
GF
942
Gabelli Funds
New York
$399K
BAM
943
Belpointe Asset Management
Nevada
$399K -$16K -62 -4%
KL
944
KilterHowling LLC
Colorado
$399K
SSWG
945
Seven Springs Wealth Group
Tennessee
$399K +$515 +2 +0.1%
MCP
946
Mirador Capital Partners
California
$398K -$11.9K -46 -3%
MSFS
947
Main Street Financial Solutions
Pennsylvania
$395K +$22.4K +87 +7%
Capstone Investment Advisors
948
Capstone Investment Advisors
New York
$394K +$344K +1,336 New
VNA
949
Valley National Advisers
Pennsylvania
$390K -$15.5K -60 -4%
CTA
950
Chesley Taft & Associates
Illinois
$389K