We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
676
Bank Pictet & Cie (Asia)
Singapore
$350K
BF
677
BOK Financial
Oklahoma
$345K -$1.36M -4,018 -81%
FCP
678
Fidelis Capital Partners
Florida
$339K +$24K +71 +8%
SFS
679
Symphony Financial Services
Ohio
$339K +$103K +305 New
SW
680
SVB Wealth
Massachusetts
$337K -$88.8K -263 -23%
PWM
681
Perigon Wealth Management
California
$336K +$25.7K +76 +9%
BOH
682
Bank of Hawaii
Hawaii
$336K
OPWM
683
Oxinas Partners Wealth Management
Indiana
$336K +$1.01K +3 +0.3%
SWP
684
Strategic Wealth Partners
Ohio
$331K +$37.1K +110 +14%
MFIM
685
Mesirow Financial Investment Management
Illinois
$330K +$9.12K +27 +3%
NG
686
Norden Group
Utah
$328K -$84.7K -251 -22%
CC
687
Corton Capital
Ontario, Canada
$328K +$296K +878 New
ECM
688
Evergreen Capital Management
Washington
$328K +$295K +875 New
LA
689
LVW Advisors
New York
$327K -$83.7K -248 -22%
VWA
690
Visionary Wealth Advisors
Illinois
$324K -$7.43K -22 -2%
EA
691
Everpar Advisors
Oklahoma
$324K +$75.6K +224 +35%
GWM
692
Gibbs Wealth Management
Georgia
$322K +$66.2K +196 +29%
BL
693
Balentine LLC
Georgia
$319K +$288K +854 New
WAG
694
Wallace Advisory Group
California
$318K +$57.4K +170 +25%
SOW
695
State of Wyoming
Wyoming
$316K +$191K +566 +202%
HI
696
Hoey Investments
Pennsylvania
$314K -$15.5K -46 -5%
JAG
697
Journey Advisory Group
Kentucky
$313K -$121K -357 -30%
GLA
698
Great Lakes Advisors
Illinois
$312K -$29.7K -88 -10%
MCM
699
Manchester Capital Management
Vermont
$311K +$15.5K +46 +6%
GM
700
GeoWealth Management
Illinois
$310K +$280K +829 New