We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LI
226
Lafayette Investments
Maryland
$308K
EH
227
Equitable Holdings
New York
$306K -$658 -68 -0.2%
SWM
228
Seed Wealth Management
Illinois
$304K -$3.87K -400 -1%
CC
229
Callan Capital
California
$295K +$109K +11,309 +68%
LCWP
230
Legacy Capital Wealth Partners
Arkansas
$288K -$39.4K -4,077 -13%
DWT
231
Dorsey & Whitney Trust
South Dakota
$286K +$14K +1,448 +6%
EWA
232
EP Wealth Advisors
California
$285K +$66.5K +6,872 +34%
DADC
233
D.A. Davidson & Co
Montana
$284K -$14.7K -1,521 -5%
MWA
234
MN Wealth Advisors
Kansas
$279K -$14.5K -1,503 -5%
CIA
235
Choate Investment Advisors
Massachusetts
$278K
WT
236
Whittier Trust
California
$275K
RWM
237
Ritholtz Wealth Management
New York
$275K +$251K +25,965 New
TPCW
238
TD Private Client Wealth
New York
$275K -$658 -68 -0.3%
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$270K +$76K +7,856 +44%
PI
240
PFG Investments
New York
$266K +$4.74K +490 +2%
CAC
241
Cowen and Company
New York
$265K +$242K +25,000 New
CA
242
Clearstead Advisors
Ohio
$264K -$14.6K -1,513 -6%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$264K +$29K +2,996 +14%
GFS
244
GYL Financial Synergies
Connecticut
$262K -$168K -17,398 -41%
HTC
245
Haverford Trust Company
Pennsylvania
$260K -$280 -29 -0.1%
CCM
246
Coldstream Capital Management
Washington
$257K -$27.4K -2,837 -10%
IC
247
IEQ Capital
California
$256K +$101K +10,431 +76%
BP
248
Ballentine Partners
Massachusetts
$242K +$76.6K +7,918 +53%
IWA
249
Icon Wealth Advisors
Texas
$240K -$114K -11,781 -34%
OC
250
Oppenheimer & Co
New York
$239K -$890 -92 -0.4%