We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$1.01M -$6.38K -21 -0.6%
Simplicity Solutions
702
Simplicity Solutions
Minnesota
$1.01M +$121K +399 +13%
TFS
703
Thoroughbred Financial Services
Tennessee
$1.01M +$161K +530 +18%
CFM
704
Coronation Fund Managers
South Africa
$1.01M -$23.7K -78 -2%
FC
705
Ferris Capital
Massachusetts
$1.01M +$912K +2,999 New
Wedbush Securities
706
Wedbush Securities
California
$1M -$304 -1 -0%
Wealthspire Advisors (New York)
707
Wealthspire Advisors (New York)
New York
$996K +$367K +1,206 +55%
UAML
708
US Asset Management LLC
Pennsylvania
$988K +$1.02M +3,366 New
SW
709
SVB Wealth
Massachusetts
$986K +$125K +412 +14%
MFW
710
Meristem Family Wealth
Minnesota
$980K +$151K +496 +17%
CCA
711
Checchi Capital Advisers
California
$979K +$23.7K +78 +2%
MAFM
712
Mid Atlantic Financial Management
Pennsylvania
$972K -$5.17K -17 -0.5%
FFS
713
Founders Financial Securities
Maryland
$971K +$34.7K +114 +4%
SGI
714
Summit Global Investments
Utah
$969K +$319K +1,049 +47%
AWM
715
Altium Wealth Management
New York
$967K +$81.8K +269 +9%
Chicago Partners Investment Group
716
Chicago Partners Investment Group
Illinois
$965K +$24.3K +80 +3%
PT
717
Plimoth Trust
Massachusetts
$959K +$654K +2,152 +193%
LRPA
718
L. Roy Papp & Associates
Arizona
$957K – – –
9WM
719
9258 Wealth Management
Ohio
$954K +$75.1K +247 +8%
PAM
720
Palisade Asset Management
Minnesota
$952K – – –
Colony Group
721
Colony Group
Massachusetts
$947K -$13.4K -44 -1%
Curi RMB Capital
722
Curi RMB Capital
Illinois
$947K +$37.1K +122 +4%
Maven Securities
723
Maven Securities
Jersey
$938K +$716K +2,354 +292%
Pinnacle Financial Partners (Tennessee)
724
Pinnacle Financial Partners (Tennessee)
Tennessee
$932K +$912 +3 +0.1%
Valmark Advisers
725
Valmark Advisers
Ohio
$930K -$191K -629 -17%