We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
776
BOK Financial Private Wealth
Colorado
$304K +$19.5K +392 +8%
CNB
777
Camden National Bank
Maine
$303K -$3.18K -64 -1%
EVM
778
Evelyn V. Moreno
$301K +$261K +5,255 New
AI
779
AdvisorShares Investments
Maryland
$300K +$259K +5,222 New
FIM
780
Freedom Investment Management
Connecticut
$299K -$118K -2,373 -31%
CSWM
781
Cassady Schiller Wealth Management
Ohio
$297K +$248 +5 +0.1%
SPIA
782
Steward Partners Investment Advisory
New York
$295K -$397 -8 -0.2%
CBFP
783
Cedar Brook Financial Partners
Ohio
$294K +$18.8K +379 +8%
IAIM
784
Industrial Alliance Investment Management
Quebec, Canada
$292K -$35.9K -724 -12%
PAG
785
Private Advisory Group
Washington
$292K +$253K +5,098 New
MFW
786
Meristem Family Wealth
Minnesota
$289K -$8.14K -164 -3%
TCBWMS
787
Texas Capital Bank Wealth Management Services
Texas
$289K +$250K +5,033 New
RPGK
788
Retirement Planning Group (Kansas)
Kansas
$288K
CFG
789
Cooper Financial Group
California
$286K -$75.1K -1,513 -23%
WCM
790
Weik Capital Management
Pennsylvania
$285K -$37.2K -750 -13%
HH
791
Hilltop Holdings
Texas
$285K +$2.58K +52 +1%
SCM
792
Shelton Capital Management
Colorado
$283K -$2.94M -59,200 -92%
W
793
Wealthquest
Ohio
$282K
PP
794
PDT Partners
New York
$281K -$328K -6,600 -57%
FWP
795
FAS Wealth Partners
Kansas
$281K -$49.6K -1,000 -17%
NIMI
796
Natixis Investment Managers International
France
$281K +$243K +4,900 New
GFPC
797
Global Financial Private Client
Florida
$280K +$236K +4,763 +4,106%
SIM
798
Sentry Investment Management
Wisconsin
$279K -$70.2K -1,414 -23%
FHB
799
First Hawaiian Bank
Hawaii
$279K +$241K +4,862 New
NL
800
NWAM LLC
Washington
$278K +$241K +4,852 New