We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
451
Anchor Investment Management
South Carolina
$54K – – –
CFGS
452
Concourse Financial Group Securities
Alabama
$50.1K +$2.77K +15 +6%
UOTTAIMCU
453
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.7K +$47.4K +257 New
NSIM
454
North Star Investment Management
Illinois
$42.3K – – –
CFD
455
Creative Financial Designs
Indiana
$38.9K +$37.8K +205 New
CWC
456
Carolinas Wealth Consulting
North Carolina
$38.1K +$184 +1 +0.5%
WTA
457
Washington Trust Advisors
Massachusetts
$37.9K – – –
CFM
458
Catalyst Funds Management
Australia
$37.9K +$36.9K +200 New
RFA
459
Register Financial Advisors
Georgia
$37.5K +$36.5K +198 New
PCWA
460
Pacific Capital Wealth Advisors
California
$36.2K – – –
WTC
461
WhitTier Trust Company
Nevada
$34.7K – – –
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$34.3K +$738 +4 +2%
WT
463
Whittier Trust
California
$33K – – –
ACA
464
Atlas Capital Advisors
Wyoming
$32K +$31.2K +169 New
CI
465
Cordant Inc
Oregon
$31.9K -$2.95K -16 -9%
BTI
466
Blue Trust Inc
Georgia
$30.5K -$7.75K -42 -21%
QL
467
Quarry LP
New York
$30.1K +$28.8K +156 +5,200%
HNB
468
Huntington National Bank
Ohio
$27.3K +$4.8K +26 +22%
AEPWM
469
Atlantic Edge Private Wealth Management
Florida
$26.5K – – –
CM
470
Castleark Management
Illinois
$26.5K – – –
NCTC
471
New Covenant Trust Company
Indiana
$26.5K +$25.8K +140 New
FFA
472
Farther Finance Advisors
California
$25.4K +$553 +3 +2%
BBHC
473
Brown Brothers Harriman & Co
New York
$23.1K – – –
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$23K +$5.54K +30 +33%
SL
475
Salomon & Ludwin
Virginia
$22.9K +$22.3K +121 New