We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWILP
901
Kiwi Wealth Investments Limited Partnership
New Zealand
$200K +$206K +391 New
BAM
902
Belpointe Asset Management
Nevada
$199K +$25.8K +49 +14%
CCM
903
Copeland Capital Management
Pennsylvania
$193K -$54.1K -103 -21%
BBPWM
904
Blue Bell Private Wealth Management
Pennsylvania
$184K
SWA
905
Sutton Wealth Advisors
Florida
$181K -$1.05K -2 -0.6%
Loomis, Sayles & Company
906
Loomis, Sayles & Company
Massachusetts
$179K +$183K +349 New
AIM
907
Acropolis Investment Management
Missouri
$177K +$1.05K +2 +0.6%
PFBT
908
Parkside Financial Bank & Trust
Missouri
$177K +$18.9K +36 +12%
BTI
909
Blue Trust Inc
Georgia
$175K +$105K +200 +123%
FHA
910
First Horizon Advisors
Tennessee
$174K +$3.68K +7 +2%
FFC
911
First Financial Corp
Indiana
$169K
HB
912
Horizon Bancorp
Indiana
$167K +$171K +326 New
TCOV
913
Trust Company of Vermont
Vermont
$162K
PWMG
914
Prestige Wealth Management Group
New Jersey
$158K +$11K +21 +7%
GG
915
Gleason Group
Kentucky
$154K
CSPAM
916
Cary Street Partners Asset Management
Virginia
$154K
QC
917
Quent Capital
New York
$152K +$4.73K +9 +3%
CTC
918
Central Trust Company
Missouri
$149K
CFGS
919
Concourse Financial Group Securities
Alabama
$147K +$16.3K +31 +12%
HPC
920
HM Payson & Co
Maine
$145K +$2.63K +5 +2%
First Manhattan
921
First Manhattan
New York
$143K +$137K +260 +1,300%
GFPC
922
Global Financial Private Client
Florida
$140K
VIA
923
Virtus Investment Advisers
Connecticut
$133K
HIA
924
Harbor Investment Advisory
Maryland
$130K +$48.9K +93 +58%
PVH
925
Psagot Value Holdings
Israel
$128K -$284K -540 -68%