We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
851
West Family Investments
California
$714K -$57K -176 -8%
Evercore Wealth Management
852
Evercore Wealth Management
New York
$714K – – –
PCM
853
Pointe Capital Management
Michigan
$706K -$6.48K -20 -1%
HCM
854
Howland Capital Management
Massachusetts
$704K +$4.54K +14 +0.7%
FFMBT
855
First Farmers & Merchants Bank Trust
Tennessee
$701K +$655K +2,023 New
Donaldson Capital Management
856
Donaldson Capital Management
Indiana
$698K +$340K +1,050 +109%
Evergreen Capital Management
857
Evergreen Capital Management
Washington
$696K +$103K +317 +19%
Freestone Capital Holdings
858
Freestone Capital Holdings
Washington
$696K +$131K +403 +25%
SFSG
859
Sound Financial Strategies Group
Mississippi
$693K -$23.3K -72 -3%
USGIU
860
U.S. Global Investors (USGI)
Texas
$693K – – –
Congress Wealth Management
861
Congress Wealth Management
Massachusetts
$693K +$648K +2,001 New
HCM
862
Harvey Capital Management
Florida
$692K – – –
Wilbanks Smith & Thomas Asset Management
863
Wilbanks Smith & Thomas Asset Management
Virginia
$686K -$11.3K -35 -2%
Benjamin F. Edwards & Company
864
Benjamin F. Edwards & Company
Missouri
$682K +$10.7K +33 +2%
LC
865
LCNB Corp
Ohio
$679K +$10.7K +33 +2%
TIA
866
Trust Investment Advisors
Indiana
$679K +$13.9K +43 +2%
AG
867
Ascent Group
Virginia
$679K +$696K +2,148 New
SW
868
SVB Wealth
Massachusetts
$672K -$459K -1,418 -42%
Savant Capital
869
Savant Capital
Illinois
$671K +$54.8K +169 +10%
Belpointe Asset Management
870
Belpointe Asset Management
Nevada
$663K -$6.25M -19,306 -91%
TA
871
TFG Advisers
Michigan
$657K +$30.5K +94 +5%
HPWM
872
Highland Private Wealth Management
Washington
$655K +$30.1K +93 +5%
HIC
873
Holderness Investments Company
North Carolina
$653K +$1.62K +5 +0.3%
BMC
874
Beaton Management Company
Massachusetts
$649K – – –
Quadrant Capital Group
875
Quadrant Capital Group
Ohio
$648K -$82K -253 -12%