We are live on ! Find out more
CSGP icon

CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$17K – – –
SWM
527
Sugarloaf Wealth Management
Georgia
$14K -$61.4K -1,013 -81%
WTC
528
WhitTier Trust Company
Nevada
$14K – – –
PTC
529
Private Trust Company
Ohio
$14K +$14.1K +232 New
RA
530
Rise Advisors
New York
$11K +$10.8K +178 New
BC
531
Bartlett & Co
Ohio
$11K +$10.9K +180 New
BCWM
532
Bartlett & Co Wealth Management
Ohio
$10.9K +$10.9K +180 New
NICM
533
Neo Ivy Capital Management
New York
$10K -$164K -2,706 -94%
CWP
534
Concord Wealth Partners
Virginia
$9K – – –
BIA
535
Bell Investment Advisors
California
$9K +$8.72K +144 New
FF
536
FourThought Financial
Florida
$8K – – –
QC
537
Quent Capital
New York
$8K – – –
CAC
538
Core Alternative Capital
Georgia
$7K +$1.82K +30 +34%
OCM
539
Orion Capital Management
California
$6K – – –
RP
540
Repertoire Partners
New York
$6K – – –
WBC
541
West Branch Capital
Massachusetts
$6K – – –
AW
542
ACG Wealth
Georgia
$6K +$6.06K +100 New
MIFH
543
Migdal Insurance & Financial Holdings
Israel
$6K +$6.36K +105 New
HWA
544
Heritage Wealth Advisors
Virginia
$5K -$909 -15 -16%
ADL
545
Asset Dedication LLC
California
$5K – – –
LWCFA
546
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
ST
547
Smithfield Trust
Pennsylvania
$5K – – –
WT
548
Washington Trust
Rhode Island
$5K +$61 +1 +1%
MS
549
Mizuho Securities
Japan
$5K +$303 +5 +8%
RIM
550
Rockbridge Investment Management
New York
$4.23K – – –