We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SS
551
Simplicity Solutions
Minnesota
$249K +$26K +61 +11%
BSI
552
Bennett Selby Investments
Maine
$247K – – –
LJHT
553
Laurie J. Hall Trustee
$247K – – –
EDRH
554
Edmond de Rothschild Holding
Switzerland
$243K – – –
IC
555
IEQ Capital
California
$243K -$99.7K -234 -28%
SFO
556
Stokes Family Office
Louisiana
$238K -$17.5K -41 -6%
ANTB
557
AMG National Trust Bank
Colorado
$235K -$245K -575 -50%
IB
558
Intrust Bank
Kansas
$231K – – –
MIM
559
Martin Investment Management
Florida
$231K – – –
TAM
560
Tocqueville Asset Management
New York
$231K – – –
SLG
561
Stanley-Laman Group
Pennsylvania
$227K +$2.13K +5 +0.9%
IF
562
Intrua Financial
Texas
$226K +$229K +537 New
PWM
563
Perigon Wealth Management
California
$226K +$240K +563 New
D
564
Diversified
Delaware
$225K – – –
SPWG
565
Sage Private Wealth Group
Illinois
$225K – – –
PA
566
Pinnacle Associates
New York
$222K +$236K +553 New
C
567
Certuity
Florida
$220K – – –
CCIA
568
Campbell & Co Investment Adviser
Maryland
$218K -$158K -371 -41%
PGFC
569
Peapack-Gladstone Financial Corp
New Jersey
$218K -$2.56K -6 -1%
SSW
570
Smith Shellnut Wilson
Mississippi
$217K -$5.96K -14 -3%
DEA
571
DoubleLine ETF Adviser
Florida
$215K +$229K +537 New
GI
572
GAMCO Investors
Connecticut
$213K – – –
RWA
573
River Wealth Advisors
Pennsylvania
$212K – – –
TC
574
Telemus Capital
Michigan
$212K -$9.8K -23 -4%
SCM
575
Stevens Capital Management
Pennsylvania
$211K -$10.2K -24 -4%