We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
951
Blue Trust Inc
Georgia
$4.66M +$336K +3,596 +7%
CBA
952
Coastal Bridge Advisors
Connecticut
$4.65M +$3.87M +41,410 +397%
FBT
953
First Bankers Trust
Kentucky
$4.63M -$491K -5,263 -9%
BC
954
Burney Company
Virginia
$4.61M +$325K +3,485 +7%
AIMC
955
Alley Investment Management Company
Illinois
$4.6M -$5.02M -53,729 -51%
PNC
956
Park National Corp
Ohio
$4.6M -$227K -2,432 -5%
TI
957
tru Independence
Oregon
$4.58M +$222K +2,374 +5%
S
958
SignatureFD
Georgia
$4.57M -$224K -2,398 -4%
AAMU
959
APG Asset Management US
New York
$4.56M
GQG Partners
960
GQG Partners
Florida
$4.56M -$668K -7,151 -12%
HSA
961
HBK Sorce Advisory
Pennsylvania
$4.55M +$166K +1,783 +4%
BFO
962
Boston Family Office
Massachusetts
$4.53M -$21.9K -235 -0.5%
EM
963
Excalibur Management
Massachusetts
$4.53M +$35.9K +385 +0.8%
MIM
964
Martin Investment Management
Florida
$4.5M -$4.58K -49 -0.1%
VWM
965
Valley Wealth Managers
New Jersey
$4.47M +$990K +10,601 +27%
B
966
Bailard
California
$4.47M +$240K +2,572 +5%
HWM
967
Hohimer Wealth Management
Washington
$4.45M +$3.91M +41,923 +546%
CT
968
Caldwell Trust
Florida
$4.43M -$593K -6,356 -11%
SAM
969
Secure Asset Management
Michigan
$4.42M +$1.94M +20,818 +73%
WANY
970
Wealthspire Advisors (New York)
New York
$4.41M -$511K -5,470 -10%
MAS
971
Meeder Advisory Services
Ohio
$4.4M +$237K +2,539 +5%
TAM
972
Thematics Asset Management
France
$4.4M -$2.3M -24,642 -33%
PHS
973
Pekin Hardy Strauss
Illinois
$4.39M -$131K -1,402 -3%
PVI
974
Pine Valley Investments
New Jersey
$4.39M -$121K -1,297 -3%
IIM
975
Ipswich Investment Management
Massachusetts
$4.39M -$267K -2,858 -6%