We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
726
Capstone Investment Advisors
New York
$904K +$912K +3,127 New
TNB
727
Thomasville National Bank
Georgia
$901K -$84.3K -289 -8%
WSFS
728
Wilmington Savings Fund Society
Delaware
$898K -$26.2K -90 -3%
CRC
729
Curi RMB Capital
Illinois
$898K +$11.1K +38 +1%
FCI
730
Financial Counselors Inc
Kansas
$895K -$40.8K -140 -4%
FHB
731
First Hawaiian Bank
Hawaii
$892K -$1.14M -3,900 -56%
SS
732
Simplicity Solutions
Minnesota
$883K +$362K +1,243 +69%
AWM
733
Altium Wealth Management
New York
$875K +$18.7K +64 +2%
RPC
734
Rossmore Private Capital
Connecticut
$871K +$9.62K +33 +1%
LNWTC
735
Laird Norton Wetherby Trust Company
Washington
$870K -$32.4K -111 -4%
KWM
736
Kingsview Wealth Management
Oregon
$868K -$51.3K -176 -6%
Treasurer of the State of North Carolina
737
Treasurer of the State of North Carolina
North Carolina
$867K -$65.1M -223,169 -99%
HCM
738
Harvey Capital Management
Florida
$867K
AWM
739
AE Wealth Management
Kansas
$862K +$375K +1,287 +76%
JCM
740
Jacobi Capital Management
Pennsylvania
$858K +$12.8K +44 +2%
9WM
741
9258 Wealth Management
Ohio
$858K +$270K +926 +45%
RWM
742
Ritholtz Wealth Management
New York
$857K +$133K +456 +18%
WJWM
743
Williams Jones Wealth Management
New York
$854K -$7.29K -25 -0.8%
SW
744
SVB Wealth
Massachusetts
$852K +$57.1K +196 +7%
TFS
745
Thoroughbred Financial Services
Tennessee
$845K +$40.8K +140 +5%
DAC
746
Dividend Assets Capital
South Carolina
$844K
CPIG
747
Chicago Partners Investment Group
Illinois
$834K -$42K -144 -5%
IWS
748
Insight Wealth Strategies
California
$831K -$14.6K -50 -2%
MFW
749
Meristem Family Wealth
Minnesota
$822K +$618K +2,118 +292%
GWM
750
Geneos Wealth Management
Colorado
$811K -$206K -705 -20%