We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atria Investments
North Carolina
$7.04M +$227K +1,288 +3%
M&T Bank
152
M&T Bank
New York
$7.01M -$244K -1,382 -3%
PCIG
153
Partners Capital Investment Group
Massachusetts
$7.01M +$27.8M +157,244 New
TWM
154
Tanager Wealth Management
United Kingdom
$6.97M +$2.97M +16,810 +79%
CCM
155
Campbell Capital Management
Florida
$6.96M +$3.39M +19,220 +100%
LSWM
156
Lorne Steinberg Wealth Management
Canada
$6.89M -$14.1K -80 -0.2%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$6.89M +$101K +573 +2%
RWP
158
RWA Wealth Partners
Massachusetts
$6.86M +$148K +837 +2%
SAM
159
Strategy Asset Managers
California
$6.82M -$147K -832 -2%
CTA
160
Colonial Trust Advisors
South Carolina
$6.72M +$302K +1,710 +5%
PL
161
Parkwood LLC
Ohio
$6.7M +$208K +1,177 +3%
KCPG
162
Kavar Capital Partners Group
Kansas
$6.62M +$20.3K +115 +0.3%
TH
163
TCTC Holdings
Texas
$6.47M +$6K +34 +0.1%
SHA
164
Seneca House Advisors
Virginia
$6.47M +$252K +1,430 +4%
VAS
165
Vestmark Advisory Solutions
Massachusetts
$6.45M +$889K +5,038 +16%
PCA
166
Pallas Capital Advisors
Massachusetts
$6.13M +$66.9K +379 +1%
PGA
167
Portland Global Advisors
Maine
$5.92M +$303K +1,716 +6%
PA
168
Pinnacle Associates
New York
$5.87M +$11.5K +65 +0.2%
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$5.82M +$367K +2,080 +7%
SBWIC
170
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.75M +$5.47K +31 +0.1%
EIA
171
Eastover Investment Advisors
North Carolina
$5.68M +$89.1K +505 +2%
WTA
172
Washington Trust Advisors
Massachusetts
$5.67M -$88.2K -500 -2%
CP
173
Cumberland Partners
Ontario, Canada
$5.66M -$12M -67,732 -68%
AC
174
Addenda Capital
Quebec, Canada
$5.62M -$42K -238 -0.8%
New York State Common Retirement Fund
175
New York State Common Retirement Fund
New York
$5.62M +$583K +3,306 +12%