We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Caldwell Trust
Florida
$1.59M +$157K +837 +9%
AIP
552
Ameritas Investment Partners
Nebraska
$1.57M -$58.4K -311 -3%
ISB
553
Iowa State Bank
Iowa
$1.57M -$161K -857 -8%
PWM
554
Perigon Wealth Management
California
$1.57M +$1.36M +7,237 +485%
Bessemer Group
555
Bessemer Group
New Jersey
$1.55M -$16.5M -87,547 -90%
MYLI
556
Meiji Yasuda Life Insurance
Japan
$1.54M -$125K -665 -6%
OC
557
Oppenheimer & Co
New York
$1.52M +$295K +1,572 +19%
DP
558
Dearborn Partners
Illinois
$1.52M +$39.8K +212 +2%
JWBC
559
J.W. Burns & Co
New York
$1.52M +$756K +4,021 +70%
AWM
560
Avior Wealth Management
Nebraska
$1.51M -$940 -5 -0.1%
LD
561
Lipe & Dalton
New York
$1.51M +$44.2K +235 +2%
AIM
562
AIA Investment Management
Singapore
$1.49M -$355K -1,890 -16%
HW
563
Hedeker Wealth
Illinois
$1.49M -$1.28M -6,826 -42%
NME
564
Notis-McConarty Edward
$1.47M – – –
VAS
565
Vestmark Advisory Solutions
Massachusetts
$1.46M +$1.76M +9,374 New
FCH
566
Freestone Capital Holdings
Washington
$1.44M +$217K +1,156 +14%
NC
567
NovaPoint Capital
Georgia
$1.44M +$41K +218 +2%
Qube Research & Technologies (QRT)
568
Qube Research & Technologies (QRT)
United Kingdom
$1.43M +$1.72M +9,177 New
WANY
569
Wealthspire Advisors (New York)
New York
$1.42M +$1.41M +7,520 +469%
ISL
570
Ingalls & Snyder LLC
New York
$1.42M – – –
CFG
571
Citizens Financial Group
Rhode Island
$1.4M +$31.6K +168 +2%
FCB
572
First Command Bank
Texas
$1.4M +$1.69M +8,975 New
FCFS
573
First Command Financial Services
Texas
$1.4M +$1.69M +8,975 New
AC
574
Abbrea Capital
California
$1.4M +$77.4K +412 +5%
HIC
575
Harvey Investment Company
Kentucky
$1.38M -$61.1K -325 -4%