We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
801
Concord Wealth Partners
Virginia
$272K +$172K +5,251 +266%
IAIM
802
Industrial Alliance Investment Management
Quebec, Canada
$272K +$236K +7,212 New
B
803
Barings
North Carolina
$271K -$58.7K -1,794 -20%
HCP
804
Hexagon Capital Partners
Arkansas
$266K +$39.6K +1,211 +21%
LW
805
Linscomb Wealth
Texas
$266K +$231K +7,057 New
FFWA
806
FRG Family Wealth Advisors
Washington
$266K +$231K +7,065 New
Bank Julius Baer & Co
807
Bank Julius Baer & Co
Switzerland
$265K +$719 +22 +0.3%
ICP
808
Interchange Capital Partners
Pennsylvania
$264K +$229K +7,010 New
Lido Advisors
809
Lido Advisors
California
$264K +$230K +7,024 New
SCM
810
Silvant Capital Management
Georgia
$263K – – –
HWM
811
HB Wealth Management
Georgia
$263K +$228K +6,977 New
Financial Engines Advisors
812
Financial Engines Advisors
California
$261K +$226K +6,917 New
RE
813
RBC Europe
United Kingdom
$260K -$1.06M -32,391 -82%
YWP
814
YorkBridge Wealth Partners
New York
$259K +$225K +6,875 New
TPWA
815
TRUE Private Wealth Advisors
Oregon
$258K +$224K +6,858 New
O
816
Ossiam
France
$257K -$218K -6,662 -49%
RWA
817
River Wealth Advisors
Pennsylvania
$257K +$223K +6,819 New
CWS
818
Cypress Wealth Services
California
$257K +$224K +6,835 New
FWM
819
Focused Wealth Management
New York
$256K – – –
PFPT
820
Pinnacle Financial Partners (Tennessee)
Tennessee
$256K +$223K +6,807 New
FFN
821
Focus Financial Network
Minnesota
$256K +$221K +6,745 New
M
822
Mirova
France
$254K -$1.46M -44,550 -87%
SBH
823
Segall Bryant & Hamill
Illinois
$254K +$221K +6,753 New
AIL
824
AGF Investments LLC
Ontario, Canada
$252K -$39.4K -1,204 -15%
LI
825
Lafayette Investments
Maryland
$252K +$219K +6,692 New