We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
876
Ritholtz Wealth Management
New York
$6.23M +$1.45M +3,985 +30%
HA
877
Herold Advisors
New York
$6.19M -$199K -547 -3%
EDRH
878
Edmond de Rothschild Holding
Switzerland
$6.18M -$1.97M -5,423 -24%
IAN
879
Integrated Advisors Network
Texas
$6.14M +$153K +421 +3%
LW
880
Linscomb Wealth
Texas
$6.12M -$523K -1,440 -8%
AIS
881
American Investment Services
Massachusetts
$6.08M – – –
RBFC
882
Roman Butler Fullerton & Co
Missouri
$6.08M +$53K +146 +0.9%
IWA
883
IBEX Wealth Advisors
New Jersey
$6.06M +$1.33M +3,672 +28%
JF
884
Jump Financial
Illinois
$6.03M +$4.68M +12,878 +347%
CG
885
Caprock Group
Idaho
$6.01M +$480K +1,321 +9%
CCM
886
Conway Capital Management
California
$6.01M +$200K +550 +3%
GAAM
887
Guinness Atkinson Asset Management
California
$6M -$127K -349 -2%
CCM
888
Condor Capital Management
New Jersey
$5.99M -$172K -474 -3%
PWMAG
889
Pinnacle Wealth Management Advisory Group
New Jersey
$5.99M +$58.8K +162 +1%
TPA
890
Trivium Point Advisory
Connecticut
$5.99M +$164K +451 +3%
MNBTD
891
Moody National Bank Trust Division
Texas
$5.96M -$15.3K -42 -0.3%
AI
892
AXS Investments
New York
$5.96M -$649K -1,787 -10%
HZ
893
Hixon Zuercher
Ohio
$5.95M -$1.23M -3,381 -17%
DAM
894
Deltec Asset Management
New York
$5.92M -$400K -1,100 -6%
CC
895
Codex Capital
New York
$5.92M – – –
SXL
896
Summit X LLC
Missouri
$5.92M -$582K -1,601 -9%
BFPW
897
BOK Financial Private Wealth
Colorado
$5.92M +$92.6K +255 +2%
P
898
Pitcairn
Pennsylvania
$5.89M -$185K -508 -3%
EF
899
Empowered Funds
Pennsylvania
$5.88M +$5.88M +16,178 New
COI
900
Connable Office Inc
Michigan
$5.87M +$878K +2,418 +18%
34 35
36
37 38