We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
451
Corient Capital Partners
California
$226K +$2.09K +60 +1%
RGC
452
Roberts, Glore & Co
Illinois
$224K -$1.46K -42 -0.7%
Brown Advisory
453
Brown Advisory
Maryland
$223K -$2.75K -79 -1%
JC
454
JBF Capital
Colorado
$222K
PCMC
455
Private Capital Management (Colorado)
Colorado
$212K +$201K +5,773 New
DT
456
Diversified Trust
Tennessee
$209K +$196K +5,625 New
SWP
457
Stratos Wealth Partners
Ohio
$208K -$65.8K -1,890 -25%
GWM
458
Geneos Wealth Management
Colorado
$208K +$31.1K +892 +22%
DILIC
459
Dai-ichi Life Insurance Company
Japan
$205K +$193K +5,528 New
KCM
460
Kendall Capital Management
Maryland
$204K +$192K +5,505 New
Vanguard Capital Wealth Advisors
461
Vanguard Capital Wealth Advisors
Colorado
$203K +$192K +5,524 New
SBSB
462
Sullivan, Bruyette, Speros & Blaney
Virginia
$200K +$188K +5,394 New
HFM
463
Harvest Fund Management
China
$194K -$52.9K -1,519 -22%
TH
464
TCTC Holdings
Texas
$194K -$22K -633 -11%
Schroder Investment Management Group
465
Schroder Investment Management Group
United Kingdom
$191K
BAM
466
Belpointe Asset Management
Nevada
$187K -$382K -10,954 -69%
SNT
467
Security National Trust
West Virginia
$185K
ADL
468
Asset Dedication LLC
California
$183K
WTC
469
WhitTier Trust Company
Nevada
$175K -$32.1K -922 -16%
SFS
470
Sowell Financial Services
Arkansas
$166K +$129K +3,694 +477%
PFA
471
Professional Financial Advisors
Nebraska
$162K
IRC
472
Investors Research Corp
Georgia
$161K -$2.61K -75 -2%
GRP
473
Global Retirement Partners
California
$158K +$3.8K +109 +3%
Barclays
474
Barclays
United Kingdom
$157K -$19.4M -556,796 -99%
CFG
475
CKW Financial Group
Hawaii
$145K -$27.5K -790 -17%