We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Perigon Wealth Management
California
$357K -$479K -42,875 -57%
GRP
652
Global Retirement Partners
California
$357K +$73.6K +6,594 +26%
RC
653
Reik & Co
New York
$354K
HT
654
HighTower Trust
Texas
$353K -$102K -9,100 -22%
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$353K -$67.8K -6,076 -16%
SC
656
Savant Capital
Illinois
$353K -$41.9K -3,751 -11%
SBSB
657
Sullivan, Bruyette, Speros & Blaney
Virginia
$351K +$22.3K +2,000 +7%
IB
658
Intrust Bank
Kansas
$346K -$109K -9,732 -24%
ICM
659
IMS Capital Management
Oregon
$346K -$12.4K -1,108 -3%
FWP
660
FAS Wealth Partners
Kansas
$341K +$6.68K +598 +2%
CHC
661
City Holding Co
West Virginia
$339K
SW
662
SVB Wealth
Massachusetts
$339K +$213K +19,063 +170%
AF
663
Allworth Financial
California
$332K +$22.6K +2,025 +7%
CRC
664
Curi RMB Capital
Illinois
$329K -$2.52M -225,336 -88%
SB
665
Suntrust Banks
Georgia
$329K -$44.3K -3,970 -12%
ARTA
666
A.R.T. Advisors
New York
$327K -$2.07M -185,000 -86%
CC
667
Courier Capital
New York
$327K +$55.9K +5,004 +21%
BA
668
Bristol Advisors
Pennsylvania
$325K +$324K +29,000 New
DWM
669
Darwin Wealth Management
Florida
$323K -$78 -7 -0%
CIBC Private Wealth Group
670
CIBC Private Wealth Group
Georgia
$322K -$10.3K -921 -3%
PTC
671
Private Trust Company
Ohio
$322K +$43K +3,855 +15%
FIM
672
Fruth Investment Management
Texas
$321K +$5.58K +500 +2%
DWM
673
Doyle Wealth Management
Florida
$321K +$37.6K +3,364 +13%
BMC
674
Beaton Management Company
Massachusetts
$320K +$319K +28,582 New
WI
675
Wintrust Investments
Illinois
$319K +$92.3K +8,265 +41%