We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
476
Corient Capital Partners
California
$542K +$32K +210 +7%
CG
477
Caprock Group
Idaho
$540K -$56.9K -373 -10%
SBH
478
Segall Bryant & Hamill
Illinois
$540K +$8.7K +57 +2%
BHIA
479
Birch Hill Investment Advisors
Massachusetts
$539K -$80.1K -525 -14%
SPC
480
Sigma Planning Corp
Michigan
$539K -$38.3K -251 -7%
MHS
481
M Holdings Securities
Oregon
$537K -$6.56K -43 -1%
V
482
Veritable
Delaware
$537K +$40K +262 +9%
Lido Advisors
483
Lido Advisors
California
$535K +$163K +1,070 +49%
CAM
484
Cozad Asset Management
Illinois
$532K -$6.41K -42 -1%
CAM
485
Cresset Asset Management
Illinois
$528K +$272K +1,783 +126%
ERIM
486
Eagle Ridge Investment Management
Connecticut
$527K
BAC
487
Boys Arnold & Co
North Carolina
$524K -$168K -1,100 -26%
CWM
488
Cornerstone Wealth Management
Missouri
$521K +$181K +1,183 New
RFA
489
Reilly Financial Advisors
California
$518K -$34.3K -225 -7%
ARMC
490
American Research & Management Company
Massachusetts
$517K +$82.9K +543 +21%
HWA
491
Heritage Wealth Advisors
Virginia
$516K -$458 -3 -0.1%
CBB
492
Citizens Business Bank
California
$507K -$150K -981 -24%
ST
493
Smithfield Trust
Pennsylvania
$505K +$9.92K +65 +2%
HPCM
494
High Pointe Capital Management
Illinois
$504K
RG
495
Rathbones Group
United Kingdom
$504K
VWM
496
Valley Wealth Managers
New Jersey
$501K +$468K +3,066 New
IWA
497
Intercontinental Wealth Advisors
Texas
$498K +$19.1K +125 +4%
CL
498
Choreo LLC
Illinois
$495K -$1.07K -7 -0.2%
MWM
499
Marietta Wealth Management
Georgia
$493K +$9.31K +61 +2%
SSA
500
Schonfeld Strategic Advisors
New York
$491K -$12.9M -84,450 -97%