We are live on ! Find out more
COIN icon

Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
651
Tru Independence Asset Management 2
Oregon
$809K -$43K -184 -7%
MA
652
Montag & Associates
Georgia
$804K +$519K +2,222 +3,130%
DT
653
Diversified Trust
Tennessee
$800K -$301K -1,289 -36%
KeyBank National Association
654
KeyBank National Association
Ohio
$799K +$533K +2,279 New
MAM
655
Morse Asset Management
Connecticut
$794K +$530K +2,266 New
LWM
656
Laidlaw Wealth Management
New York
$792K +$177K +756 +50%
GT
657
Greenleaf Trust
Michigan
$785K +$150K +643 +40%
AWA
658
Arkadios Wealth Advisors
Georgia
$781K -$78.6K -336 -13%
SAM
659
Silvercrest Asset Management
New York
$774K +$516K +2,208 New
SDIC
660
South Dakota Investment Council
South Dakota
$771K +$514K +2,200 New
FHA
661
Flagship Harbor Advisors
Massachusetts
$766K +$31.3K +134 +7%
FFA
662
Farther Finance Advisors
California
$765K +$185K +793 +57%
NWAG
663
Net Worth Advisory Group
Utah
$765K -$24.1K -103 -5%
FFM
664
Forum Financial Management
Illinois
$757K +$62.2K +266 +14%
ACS
665
Archford Capital Strategies
Illinois
$751K +$22K +94 +5%
SCA
666
Snowden Capital Advisors
New York
$748K +$79.5K +340 +19%
IHL
667
Investment House LLC
California
$747K -$292K -1,247 -37%
RSWM
668
Robertson Stephens Wealth Management
California
$747K -$1.63M -6,980 -77%
BCV
669
Banque Cantonale Vaudoise
Switzerland
$734K -$98.7K -422 -17%
ORI
670
Oak Ridge Investments
Illinois
$734K +$1.64K +7 +0.3%
EFG
671
Everhart Financial Group
Ohio
$733K +$489K +2,091 New
BPC
672
Bryce Point Capital
New York
$731K -$823K -3,519 -63%
CCM
673
Campbell Capital Management
Florida
$726K +$468K +2,000 +2,857%
AAM
674
Azzad Asset Management
Virginia
$725K +$483K +2,068 New
CF
675
Convergence Financial
Missouri
$719K