We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
726
HighPoint Advisor Group
Illinois
$931K +$221K +757 +31%
EP
727
Edgestream Partners
New Jersey
$928K -$6.43M -22,044 -87%
BPCA
728
Bank Pictet & Cie (Asia)
Singapore
$927K +$18.7K +64 +2%
FFS
729
Founders Financial Securities
Maryland
$924K +$47.5K +163 +5%
HW
730
Hancock Whitney
Mississippi
$918K +$40.8K +140 +5%
PFPT
731
Pinnacle Financial Partners (Tennessee)
Tennessee
$916K +$2.04K +7 +0.2%
PWA
732
Pinnacle Wealth Advisors
Tennessee
$916K +$925K +3,171 New
IWP
733
Icon Wealth Partners
Texas
$914K +$58.3K +200 +7%
Capstone Investment Advisors
734
Capstone Investment Advisors
New York
$904K +$912K +3,127 New
TNB
735
Thomasville National Bank
Georgia
$901K -$84.3K -289 -8%
WSFS
736
Wilmington Savings Fund Society
Delaware
$898K -$26.2K -90 -3%
CRC
737
Curi RMB Capital
Illinois
$898K +$11.1K +38 +1%
FCI
738
Financial Counselors Inc
Kansas
$895K -$40.8K -140 -4%
FHB
739
First Hawaiian Bank
Hawaii
$892K -$1.14M -3,900 -56%
SS
740
Simplicity Solutions
Minnesota
$883K +$362K +1,243 +69%
AWM
741
Altium Wealth Management
New York
$875K +$18.7K +64 +2%
RPC
742
Rossmore Private Capital
Connecticut
$871K +$9.62K +33 +1%
LNWTC
743
Laird Norton Wetherby Trust Company
Washington
$870K -$32.4K -111 -4%
KWM
744
Kingsview Wealth Management
Oregon
$868K -$51.3K -176 -6%
Treasurer of the State of North Carolina
745
Treasurer of the State of North Carolina
North Carolina
$867K -$65.1M -223,169 -99%
HCM
746
Harvey Capital Management
Florida
$867K – – –
AWM
747
AE Wealth Management
Kansas
$862K +$375K +1,287 +76%
JCM
748
Jacobi Capital Management
Pennsylvania
$858K +$12.8K +44 +2%
9WM
749
9258 Wealth Management
Ohio
$858K +$270K +926 +45%
RWM
750
Ritholtz Wealth Management
New York
$857K +$133K +456 +18%