We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1101
Intellectus Partners
California
$776K -$94.4K -1,101 -12%
BCM
1102
Becker Capital Management
Oregon
$776K
EFSCE
1103
Enterprise Financial Services Corp (EFSC)
Missouri
$776K
BHIA
1104
Birch Hill Investment Advisors
Massachusetts
$774K -$34.8K -406 -5%
SCI
1105
S&CO Inc
Massachusetts
$772K
OIA
1106
OneDigital Investment Advisors
Kansas
$772K +$293K +3,417 +71%
GW
1107
GW & Wade
Massachusetts
$771K +$12.9K +150 +2%
Coatue Management
1108
Coatue Management
New York
$771K +$704K +8,212 New
HIIFS
1109
Harel Insurance Investments & Financial Services
Israel
$764K +$325K +3,792 +87%
ZB
1110
Zions Bancorporation
Utah
$762K -$9.09K -106 -1%
RWA
1111
River Wealth Advisors
Pennsylvania
$758K +$37K +431 +6%
IWM
1112
IHT Wealth Management
Illinois
$757K +$55K +641 +9%
PAS
1113
Professional Advisory Services
Florida
$756K
WIA
1114
Wealthstreet Investment Advisors
Texas
$756K +$58.2K +679 +9%
AHC
1115
Adell Harriman & Carpenter
Texas
$756K +$51.5K +600 +8%
RCAG
1116
Rehmann Capital Advisory Group
Michigan
$745K +$4.72K +55 +0.7%
WANY
1117
Wealthspire Advisors (New York)
New York
$745K +$342K +3,984 +101%
FIM
1118
Frontier Investment Management
Texas
$744K -$44.5K -519 -6%
BCM
1119
Brookstone Capital Management
Illinois
$741K +$47.9K +559 +8%
IWC
1120
Integrated Wealth Concepts
Massachusetts
$740K +$79.2K +923 +13%
TA
1121
Tiedemann Advisors
New York
$736K -$70.5K -822 -9%
NSIM
1122
North Star Investment Management
Illinois
$735K +$1.03K +12 +0.2%
ICM
1123
IMS Capital Management
Oregon
$733K -$17.2K -200 -2%
LP
1124
LGL Partners
Pennsylvania
$732K +$1.63K +19 +0.2%
OPTFSNA
1125
Old Point Trust & Financial Services N A
Virginia
$729K +$5.57K +65 +0.8%