We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TP
151
Tranquility Partners
Tennessee
$1.12M +$8.82K +346 +0.8%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$1.1M -$155K -6,100 -12%
AIA
153
Avalon Investment & Advisory
Texas
$1.08M +$525K +20,620 +95%
Truist Financial
154
Truist Financial
North Carolina
$1.05M +$1.05M +41,375 New
AI
155
ArchPoint Investors
Florida
$1.04M +$1.04M +41,000 New
HWA
156
Heritage Wealth Advisors
Virginia
$1.03M +$132K +5,170 +15%
M&T Bank
157
M&T Bank
New York
$1.02M -$140K -5,497 -12%
JIC
158
Joel Isaacson & Co
New York
$1.02M – – –
HT
159
HighTower Trust
Texas
$1.02M +$66.9K +2,625 +7%
UB
160
UMB Bank
Missouri
$1.01M +$102K +4,020 +11%
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$992K +$48.4K +1,901 +5%
LCM
162
Lucas Capital Management
New Jersey
$981K -$34.4K -1,348 -3%
LPL Financial
163
LPL Financial
California
$968K +$104K +4,063 +12%
VF
164
Virtu Financial
New York
$932K -$1.51M -59,400 -62%
CIC
165
Chilton Investment Company
Connecticut
$909K – – –
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$888K +$287K +11,262 +48%
JHCP
167
Jackson Hole Capital Partners
Oklahoma
$872K -$77.2K -3,030 -8%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$860K -$98.3K -3,856 -10%
SS
169
Sunbelt Securities
Texas
$800K -$67.5K -2,650 -8%
DLG
170
Daniel L. Goodwin
$779K -$140K -5,500 -15%
SMC
171
Smith, Moore & Co
Missouri
$767K +$768K +30,130 New
EW
172
Evoke Wealth
California
$760K +$485K +19,031 +176%
DT
173
Diversified Trust
Tennessee
$755K -$889K -34,879 -54%
FAM
174
Formidable Asset Management
Ohio
$747K +$742K +29,116 New
Creative Planning
175
Creative Planning
Kansas
$702K -$232K -9,097 -25%