We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
901
Steph & Co
Wisconsin
$381K +$21K +146 +6%
QI
902
Qtron Investments
Massachusetts
$379K -$119K -828 -24%
LB
903
Leo Brokerage
Texas
$378K +$7.93K +55 +2%
Cohen & Steers
904
Cohen & Steers
New York
$377K
E
905
Ergoteles
New York
$375K -$21.3M -147,557 -98%
DWA
906
Douglass Winthrop Advisors
New York
$374K +$45K +312 +14%
BOM
907
Bank of Marin
California
$371K
MGIA
908
Moneta Group Investment Advisors
Missouri
$367K -$11K -76 -3%
LC
909
Landaas & Company
Wisconsin
$367K +$1.15K +8 +0.3%
JSC
910
Jackson Square Capital
California
$365K +$54.6K +379 +18%
ITIM
911
Indiana Trust & Investment Management
Indiana
$364K -$5.76K -40 -1%
GVAG
912
Great Valley Advisor Group
Delaware
$364K
BCM
913
Brookstone Capital Management
Illinois
$364K +$341K +2,365 New
IAIM
914
International Assets Investment Management
Florida
$363K -$535K -3,713 -60%
CC
915
Courier Capital
New York
$361K -$24.4K -169 -6%
BP
916
Ballentine Partners
Massachusetts
$360K -$1.58K -11 -0.4%
PAA
917
Peregrine Asset Advisers
Oregon
$360K +$83.4K +579 +31%
BFS
918
Bradley Foster & Sargent
Connecticut
$358K
SC
919
SouthState Corp
Florida
$358K +$19.5K +135 +6%
LSAG
920
Lake Street Advisors Group
New Hampshire
$357K +$4.76K +33 +2%
HC
921
Hourglass Capital
Texas
$356K
SMH
922
Sanders Morris Harris
Texas
$356K
MG
923
Mather Group
Illinois
$356K +$1.3K +9 +0.4%
AWE
924
Avidian Wealth Enterprises
Texas
$351K +$78.8K +547 +30%
HFS
925
Hantz Financial Services
Michigan
$351K +$342K +2,371 New