We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
676
Argent Trust Co
Tennessee
$350K -$2.62K -9 -0.6%
DP
677
DDD Partners
Washington
$344K
EWM
678
Evercore Wealth Management
New York
$341K
ACM
679
Argyle Capital Management
Pennsylvania
$340K
CAN
680
Cetera Advisor Networks
California
$336K +$22.1K +76 +6%
OC
681
Oppenheimer & Co
New York
$328K -$17.4K -60 -4%
DY
682
Dowling & Yahnke
California
$322K +$3.49K +12 +0.9%
LAS
683
LWM Advisory Services
Florida
$321K +$16.3K +56 +4%
LPT
684
Legacy Private Trust
Wisconsin
$319K -$5.81K -20 -1%
BCM
685
BTR Capital Management
California
$319K
RIA
686
Regal Investment Advisors
Michigan
$318K +$57.8K +199 +18%
DWM
687
Drive Wealth Management
Utah
$316K -$377K -1,296 -50%
JWCA
688
J.W. Coons Advisors
Ohio
$316K -$14.5K -50 -4%
SCM
689
Stevens Capital Management
Pennsylvania
$313K +$374K +1,288 New
Fayez Sarofim & Co
690
Fayez Sarofim & Co
Texas
$312K
BW
691
Bison Wealth
Georgia
$312K +$374K +1,287 New
VAS
692
Vestmark Advisory Solutions
Massachusetts
$309K -$93K -320 -20%
HWM
693
HB Wealth Management
Georgia
$308K +$73.8K +254 +25%
IA
694
IFP Advisors
Florida
$308K +$112K +386 +13%
BOTW
695
Bank of the West
California
$307K
OHIS
696
Oak Harvest Investment Services
Texas
$307K +$366K +1,261 New
PHAM
697
Palisades Hudson Asset Management
Florida
$306K
TCOV
698
Trust Company of Vermont
Vermont
$306K
CCA
699
Checchi Capital Advisers
California
$302K +$291 +1 +0.1%
DBT
700
Dubuque Bank & Trust
Iowa
$301K +$53.7K +185 +18%