We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PG
476
Proffitt & Goodson
Tennessee
$96.3K -$12.2K -500 -12%
CIAM
477
Caitong International Asset Management
Hong Kong
$95.4K +$88.7K +3,630 New
SAG
478
SageView Advisory Group
California
$93.4K +$86.8K +3,554 New
CT
479
Caldwell Trust
Florida
$91.2K
EPIM
480
Evelyn Partners Investment Management
$91.2K
IA
481
IFP Advisors
Florida
$86K +$30.8K +1,262 +63%
BBHC
482
Brown Brothers Harriman & Co
New York
$83.7K +$27.8K +1,140 +56%
TPCW
483
TD Private Client Wealth
New York
$83.3K -$24.4K -998 -24%
SIS
484
Strategic Investment Solutions
Illinois
$78.9K +$73.4K +3,005 New
CWMS
485
CFG Wealth Management Services
Indiana
$78.8K +$73.3K +3,000 New
IIM
486
Intact Investment Management
Quebec, Canada
$78.8K +$73.3K +3,000 New
VanEck Associates
487
VanEck Associates
New York
$73K -$12.8K -524 -16%
UB
488
UMB Bank
Missouri
$71.9K +$2.78K +114 +4%
SCM
489
Silvant Capital Management
Georgia
$69.6K
TWD
490
True Wealth Design
Ohio
$59.9K +$5.13K +210 +10%
HNB
491
Huntington National Bank
Ohio
$58K -$855 -35 -2%
TC
492
Truvestments Capital
Florida
$55.3K
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$53.5K +$49.8K +2,038 New
CAL
494
Capital Analysts LLC
Pennsylvania
$53K -$7.6K -311 -13%
Federated Hermes
495
Federated Hermes
Pennsylvania
$49.9K -$171 -7 -0.4%
MCM
496
Manchester Capital Management
Vermont
$49.1K -$293 -12 -0.6%
CA
497
Clearstead Advisors
Ohio
$48.7K -$13K -533 -22%
UOTTAIMCU
498
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46.9K
ACA
499
Atlas Capital Advisors
Wyoming
$46.1K +$42.9K +1,755 New
RFP
500
Root Financial Partners
California
$44.7K +$9.13K +374 +28%