We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
576
Westchester Capital Management (New York)
New York
$573K +$543K +33,200 New
BAM
577
Belpointe Asset Management
Nevada
$567K -$126K -7,714 -19%
HIM
578
Harbour Investment Management
Washington
$564K -$317K -19,391 -37%
MCM
579
MAI Capital Management
Ohio
$564K -$113K -6,912 -17%
SCTC
580
Sanibel Captiva Trust Company
Florida
$554K -$13.8K -846 -3%
IFA
581
Index Fund Advisors
California
$548K +$523 +32 +0.1%
RC
582
Rovin Capital
Arizona
$534K +$312K +19,105 +161%
PWM
583
Perigon Wealth Management
California
$530K +$203K +12,434 +68%
WBC
584
Westpac Banking Corp
Australia
$529K +$87.2K +5,336 +21%
MA
585
Modus Advisors
Minnesota
$526K -$1.18M -72,000 -70%
VT
586
Vise Technologies
New York
$524K +$261K +15,963 +111%
USCWA
587
U.S. Capital Wealth Advisors
Texas
$523K -$36.7K -2,245 -7%
PG
588
Proffitt & Goodson
Tennessee
$516K +$345K +21,132 +241%
TPCW
589
TD Private Client Wealth
New York
$513K -$363K -22,234 -43%
TPW
590
Transatlantique Private Wealth
New York
$512K +$485K +29,688 New
LCWP
591
Legacy Capital Wealth Partners
Arkansas
$506K +$73.4K +4,488 +18%
OBAM
592
ODDO BHF Asset Management
France
$506K +$143K +8,772 +43%
LNWTC
593
Laird Norton Wetherby Trust Company
Washington
$506K +$479K +29,324 New
CSC
594
Caldwell Sutter Capital
California
$498K -$1.54K -94 -0.3%
WSFS
595
Wilmington Savings Fund Society
Delaware
$498K +$18.1K +1,107 +4%
WFA
596
WJ Financial Advisors
Connecticut
$493K +$116K +7,116 +33%
FFM
597
Forum Financial Management
Illinois
$492K +$10.9K +667 +2%
CK
598
Cohen Klingenstein
New York
$492K
EF
599
Empirical Finance
Pennsylvania
$488K -$13K -796 -3%
RS
600
R Squared
Hong Kong
$478K +$227K +13,906 +101%