We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
326
Caldwell Trust
Florida
$31.3K
BAM
327
Barrett Asset Management
New York
$31K
Lazard Asset Management
328
Lazard Asset Management
New York
$31K
DAM
329
Delta Asset Management
Tennessee
$30K
IA
330
IFP Advisors
Florida
$29K +$1.54K +43 +5%
FC
331
FORA Capital
Florida
$29K +$29.6K +824 New
NCM
332
New Capital Management
Texas
$28K
CYG
333
Clean Yield Group
Vermont
$27K
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$27K +$9.69K +270 +53%
Loomis, Sayles & Company
335
Loomis, Sayles & Company
Massachusetts
$26K +$15.3K +427 +129%
GT
336
Glenmede Trust
Pennsylvania
$24K +$1.22K +34 +5%
SPIA
337
Steward Partners Investment Advisory
New York
$22K -$7.18K -200 -24%
TFO
338
Tarbox Family Office
California
$20K +$108 +3 +0.5%
FHA
339
First Horizon Advisors
Tennessee
$18K
LB
340
Legacy Bridge
Iowa
$18K
TIM
341
Tortoise Investment Management
New York
$17K
APA
342
American Portfolios Advisors
New York
$16.4K -$3.95K -110 -19%
S
343
SignatureFD
Georgia
$16K -$38.8K -1,082 -70%
NSIM
344
North Star Investment Management
Illinois
$16K
PI
345
PEAK6 Investments
Illinois
$15K +$15.1K +422 New
FWM
346
Focused Wealth Management
New York
$14K
TPCW
347
TD Private Client Wealth
New York
$13.2K +$2.69K +75 +25%
HWA
348
Heritage Wealth Advisors
Virginia
$11.5K +$3.66K +102 +45%
SL
349
Savior LLC
Massachusetts
$11K
BCA
350
Berman Capital Advisors
Georgia
$11K +$3.34K +93 +38%