We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
726
Choate Investment Advisors
Massachusetts
$662K +$377 +2 +0.1%
KA
727
Klingman & Associates
New York
$651K +$377 +2 +0.1%
LCWP
728
Legacy Capital Wealth Partners
Arkansas
$651K +$3.77K +20 +0.5%
RBI
729
Raiffeisen Bank International
Austria
$650K +$20.4K +108 +3%
GAM
730
Grandview Asset Management
Pennsylvania
$647K -$10.6K -56 -1%
DWM
731
Dynasty Wealth Management
Florida
$646K -$221K -1,170 -24%
HIC
732
Harvey Investment Company
Kentucky
$645K – – –
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$644K -$76.6K -406 -10%
CBA
734
Coastal Bridge Advisors
Connecticut
$640K +$191K +1,012 +38%
SFG
735
SageGuard Financial Group
Tennessee
$638K -$38.7K -205 -5%
DWP
736
Daymark Wealth Partners
Ohio
$633K -$44.9K -238 -6%
PF
737
Phoenix Financial
Israel
$633K +$416K +2,205 +156%
TAM
738
Tocqueville Asset Management
New York
$632K – – –
UCI
739
Uncommon Cents Investing
Wisconsin
$629K +$14.1K +75 +2%
TWC
740
TD Waterhouse Canada
Ontario, Canada
$628K +$63.2K +335 +11%
NAMP
741
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$627K – – –
MSWM
742
Master's Wealth Management
Pennsylvania
$626K -$1.13K -6 -0.2%
MYAM
743
Meiji Yasuda Asset Management
Japan
$624K +$566 +3 +0.1%
DI
744
Diligent Investors
California
$622K – – –
CPCPP
745
Canada Post Corporation Pension Plan
Canada
$621K – – –
BHCM
746
Brevan Howard Capital Management
Jersey
$617K -$2.86M -15,183 -81%
WF
747
Welch & Forbes
Massachusetts
$614K – – –
ST
748
Somerset Trust
Pennsylvania
$612K +$9.81K +52 +2%
WI
749
Wahed Invest
New York
$610K -$40.7K -216 -6%
UWS
750
Unique Wealth Strategies
Illinois
$609K +$654K +3,470 New