We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1026
Family Management
New York
$207K +$211K +249 New
PFW
1027
Petros Family Wealth
Minnesota
$206K -$38.1K -45 -15%
GLR
1028
Great Lakes Retirement
Ohio
$206K +$210K +248 New
HIP
1029
HUB Investment Partners
Texas
$205K +$209K +247 New
CCFM
1030
Clear Creek Financial Management
Washington
$204K +$208K +246 New
FCG
1031
Fielder Capital Group
Tennessee
$204K +$208K +246 New
SHGA
1032
Sand Hill Global Advisors
California
$204K +$208K +246 New
BWM
1033
Baron Wealth Management
Michigan
$203K +$207K +245 New
VCM
1034
Versant Capital Management
Arizona
$203K +$44.8K +53 +28%
AIP
1035
Almanack Investment Partners
Pennsylvania
$203K +$207K +245 New
MVF
1036
Markin Volterra Fund
New York
$203K +$207K +245 New
FWP
1037
Flatrock Wealth Partners
California
$203K +$206K +244 New
CI Investments Inc
1038
CI Investments Inc
Ontario, Canada
$202K +$206K +243 New
PAMP
1039
Polar Asset Management Partners
Ontario, Canada
$202K +$206K +243 New
NDSI
1040
Newman Dignan & Sheerar Inc
Rhode Island
$201K +$205K +242 New
1WM
1041
1900 Wealth Management
Texas
$200K +$204K +241 New
SAM
1042
Smartleaf Asset Management
Massachusetts
$194K
HNB
1043
Huntington National Bank
Ohio
$191K +$14.4K +17 +8%
IBOK
1044
Independence Bank of Kentucky
Kentucky
$189K -$31.3K -37 -14%
Twin Tree Management
1045
Twin Tree Management
Texas
$181K +$184K +218 New
DJSG
1046
D.J. St. Germain
Massachusetts
$180K
CTC
1047
Central Trust Company
Missouri
$175K -$12.7K -15 -7%
SIC
1048
SJS Investment Consulting
Ohio
$173K +$846 +1 +0.5%
UB
1049
UMB Bank
Missouri
$170K -$4.23K -5 -2%
Cohen & Steers
1050
Cohen & Steers
New York
$166K