We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
526
Cornerstone National Bank & Trust
Illinois
$598K +$599K +16,548 New
WA
527
Wealth Architects
California
$585K -$33.4K -922 -5%
FCA
528
FinTrust Capital Advisors
South Carolina
$576K -$29.4K -811 -5%
HI
529
HBK Investments
Texas
$574K -$750K -20,712 -57%
CIA
530
CSat Investment Advisory
Michigan
$572K +$80.2K +2,214 +16%
C
531
Cerebellum
California
$570K +$320K +8,838 +127%
PCS
532
Personal CFO Solutions
New Jersey
$569K +$570K +15,745 New
KC
533
Knuff & Co
California
$563K – – –
MFAM
534
Motley Fool Asset Management
Virginia
$556K +$29.9K +826 +6%
SW
535
SVB Wealth
Massachusetts
$555K +$37.3K +1,030 +7%
NA
536
NewEdge Advisors
Louisiana
$551K +$23.3K +642 +4%
IEFM
537
IQ EQ Fund Management
Ireland
$544K +$16.1K +445 +3%
WAS
538
Winch Advisory Services
Wisconsin
$543K +$339K +9,368 +165%
SP
539
Symmetry Partners
Connecticut
$542K +$310K +8,560 +133%
FBFS
540
First Business Financial Services
Wisconsin
$537K +$539K +14,883 New
1SB
541
1ST Source Bank
Indiana
$534K -$22.4K -619 -4%
EI
542
Ethic Inc
New York
$531K +$533K +14,713 New
SC
543
SRB Corp
Massachusetts
$530K +$121K +3,348 +30%
BBHC
544
Brown Brothers Harriman & Co
New York
$514K -$19.9K -549 -4%
PHK
545
Point72 Hong Kong
Hong Kong
$514K +$65.5K +1,809 +15%
BFS
546
Bradley Foster & Sargent
Connecticut
$512K -$46K -1,270 -8%
IDBONY
547
Israel Discount Bank of New York
New York
$509K +$41.8K +1,155 +9%
WP
548
WealthSource Partners
California
$507K +$509K +14,051 New
NIM
549
NuWave Investment Management
New Jersey
$505K +$318K +8,791 +169%
RGC
550
Roberts, Glore & Co
Illinois
$504K +$148K +4,087 +41%