We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
801
Sky Investment Group
Connecticut
$12.3M -$123K -238 -1%
LNWWM
802
Laird Norton Wetherby Wealth Management
California
$12.3M -$364K -704 -3%
CF
803
Centaurus Financial
California
$12.2M -$99.4K -192 -0.8%
HWM
804
HB Wealth Management
Georgia
$12.2M +$1.84M +3,558 +18%
EH
805
Equitable Holdings
New York
$12.2M +$910K +1,757 +8%
IAM
806
Impact Asset Management
$12.1M -$515K -995 -4%
MIS
807
Morningstar Investment Services
Illinois
$12.1M -$116M -223,982 -91%
LOAMS
808
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.1M +$657K +1,269 +6%
TF
809
Tompkins Financial
New York
$12M +$104K +201 +0.9%
SCM
810
Silvant Capital Management
Georgia
$12M -$367K -708 -3%
CWM
811
Congress Wealth Management
Massachusetts
$12M -$6.62M -12,788 -36%
JEST
812
JTC Employer Solutions Trustee
Jersey
$12M +$2.59M +5,006 +28%
FA
813
Fagan Associates
New York
$11.9M -$243K -470 -2%
MIP
814
Marietta Investment Partners
Wisconsin
$11.8M +$37.3K +72 +0.3%
JIR
815
James Investment Research
Ohio
$11.7M -$232K -448 -2%
BG
816
BDF Gestion
France
$11.7M -$1.49M -2,885 -11%
GP
817
Guardian Partners
Canada
$11.7M +$11.7M +22,598 New
EAM
818
EULAV Asset Management
Florida
$11.6M -$12.4M -24,000 -52%
CTC (Chicago Trading Company)
819
CTC (Chicago Trading Company)
Illinois
$11.6M +$931K +1,798 +9%
KCM
820
Kornitzer Capital Management
Kansas
$11.6M +$435K +841 +4%
SW
821
Solidarity Wealth
Utah
$11.5M +$666K +1,287 +6%
XI
822
XXEC Inc
Oklahoma
$11.5M -$292K -564 -3%
S
823
SignatureFD
Georgia
$11.4M +$259K +501 +2%
KAS
824
Kemnay Advisory Services
New York
$11.4M +$11.2M +21,575 New
LPT
825
Legacy Private Trust
Wisconsin
$11.3M +$17.1K +33 +0.2%