We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
451
Peapack-Gladstone Financial Corp
New Jersey
$450K – – –
SCM
452
Shapiro Capital Management
Georgia
$445K – – –
II
453
Inspire Investing
Idaho
$444K -$40.6K -200 -10%
AWS
454
Atria Wealth Solutions
New York
$442K -$608 -3 -0.2%
RRCM
455
Rappaport Reiches Capital Management
Illinois
$441K +$811 +4 +0.2%
NP
456
NorthRock Partners
Minnesota
$438K +$98.8K +487 +38%
CCWM
457
Correct Capital Wealth Management
Missouri
$433K +$355K +1,751 New
Vontobel Holding
458
Vontobel Holding
Switzerland
$432K -$2.43K -12 -0.7%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$428K -$1.42K -7 -0.4%
HPC
460
HM Payson & Co
Maine
$424K – – –
HAG
461
HighPoint Advisor Group
Illinois
$424K +$329K +1,623 New
HI
462
Horizon Investments
North Carolina
$423K +$7.1K +35 +2%
PA
463
Profund Advisors
Maryland
$412K +$51.7K +255 +18%
IIC
464
Ironwood Investment Counsel
Arizona
$408K – – –
WJWM
465
Williams Jones Wealth Management
New York
$408K -$1.01K -5 -0.3%
TTWM
466
TCV Trust & Wealth Management
Virginia
$396K – – –
Verition Fund Management
467
Verition Fund Management
Connecticut
$385K -$638K -3,147 -67%
EWA
468
EverSource Wealth Advisors
Alabama
$384K +$6.08K +30 +2%
PTC
469
Private Trust Company
Ohio
$380K +$203 +1 +0.1%
XT
470
XTX Topco
Cayman Islands
$379K -$281K -1,386 -48%
GT
471
Greenleaf Trust
Michigan
$373K +$12.4K +61 +4%
VA
472
Vident Advisory
Georgia
$372K -$6.29K -31 -2%
TA
473
TrueWealth Advisors
Alabama
$372K -$9.13K -45 -3%
VWMG
474
Virginia Wealth Management Group
Virginia
$371K – – –
WT
475
Washington Trust
Rhode Island
$371K – – –