We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
801
SVB Wealth
Massachusetts
$3.95M -$330K -1,528 -7%
HCA
802
Harbor Capital Advisors
Illinois
$3.94M -$183K -847 -4%
PCM
803
Parsons Capital Management
Rhode Island
$3.93M -$138K -638 -3%
PF
804
Phoenix Financial
Israel
$3.91M +$1.37M +6,329 +49%
LTAS
805
Linden Thomas Advisory Services
North Carolina
$3.9M +$536K +2,479 +15%
BIP
806
Bouvel Investment Partners
Pennsylvania
$3.88M +$48K +222 +1%
OA
807
Oak Associates
Ohio
$3.88M +$1.3K +6 +0%
WAM
808
Wolverine Asset Management
Illinois
$3.86M +$4.11M +19,020 New
KA
809
Kerrisdale Advisers
Florida
$3.84M +$4.09M +18,943 New
CT
810
Caldwell Trust
Florida
$3.82M -$145K -673 -3%
CG
811
Colony Group
Massachusetts
$3.81M -$561K -2,597 -12%
FIB
812
First Interstate Bank
Montana
$3.81M -$48.8K -226 -1%
ATC
813
Argent Trust Co
Tennessee
$3.81M +$167K +773 +4%
WBC
814
Westpac Banking Corp
Australia
$3.79M +$1.04M +4,832 +35%
BCA
815
Bray Capital Advisors
Florida
$3.78M -$104K -480 -3%
FTDI
816
First Trust Direct Indexing
Massachusetts
$3.77M +$273K +1,263 +7%
MWA
817
Meridian Wealth Advisors
Texas
$3.76M +$30.9K +143 +0.8%
BIMC
818
Benson Investment Management Company
Virginia
$3.76M +$4M +18,526 New
BF
819
BOK Financial
Oklahoma
$3.74M +$57.9K +268 +1%
TCOK
820
Trust Company of Kansas
Kansas
$3.73M +$7.13K +33 +0.2%
SWA
821
SFMG Wealth Advisors
Texas
$3.71M +$253K +1,171 +7%
IIM
822
INTECH Investment Management
Florida
$3.71M -$1.8M -8,319 -31%
WP
823
WealthShield Partners
North Carolina
$3.7M +$917K +4,246 +30%
SIA
824
SeaBridge Investment Advisors
New Jersey
$3.68M +$68.9K +319 +2%
TCCM
825
Timber Creek Capital Management
Massachusetts
$3.67M -$1.53M -7,075 -28%
31 32
33
34 35