We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1101
Holt Capital Partners
Texas
$189K +$177K +2,000 New
AssetMark Inc
1102
AssetMark Inc
California
$170K -$213K -2,411 -57%
DBT
1103
Dubuque Bank & Trust
Iowa
$170K -$39.9K -451 -20%
MWP
1104
MYCIO Wealth Partners
Pennsylvania
$170K
CLOS
1105
Compagnie Lombard Odier SCmA
Switzerland
$169K -$184K -2,080 -54%
IR
1106
Invictus RG
Bermuda
$166K -$41K -464 -21%
GWS
1107
Glassman Wealth Services
Virginia
$166K +$354 +4 +0.2%
FHA
1108
First Horizon Advisors
Tennessee
$165K -$16.4K -185 -10%
Loomis, Sayles & Company
1109
Loomis, Sayles & Company
Massachusetts
$165K
HPBT
1110
High Point Bank & Trust
North Carolina
$164K
OC
1111
Oakworth Capital
Alabama
$162K
FIB
1112
First Interstate Bank
Montana
$159K -$12.4K -140 -8%
JWM
1113
Jacobus Wealth Management
Wisconsin
$158K
SWA
1114
Sutton Wealth Advisors
Florida
$152K +$143K +1,612 New
BAM
1115
Brave Asset Management
New Jersey
$151K
AW
1116
Alpha Windward
Massachusetts
$149K -$619 -7 -0.4%
GC
1117
Giverny Capital
Quebec, Canada
$142K
SI
1118
Sentry Investments
Ontario, Canada
$142K +$12.8M +144,300 +11%
SG Americas Securities
1119
SG Americas Securities
New York
$136K -$626K -7,082 -83%
EDRE
1120
Edmond de Rothschild (Europe)
Luxembourg
$130K -$43.3K -490 -26%
AIS
1121
Accurate Investment Solutions
Pennsylvania
$128K +$119K +1,350 New
TWA
1122
TCI Wealth Advisors
Arizona
$126K +$1.77K +20 +2%
S
1123
SignatureFD
Georgia
$126K +$38.4K +434 +48%
IIM
1124
Ipswich Investment Management
Massachusetts
$126K +$115K +1,300 New
AF
1125
Allworth Financial
California
$120K +$17.7K +200 +19%