We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$395K -$4.1K -145 -1%
SAM
152
Smartleaf Asset Management
Massachusetts
$394K +$49.6K +1,753 +13%
GCM
153
Gallacher Capital Management
Colorado
$387K -$136K -4,815 -25%
SC
154
Savant Capital
Illinois
$380K +$42.2K +1,490 +12%
FAFN
155
First Affirmative Financial Network
Colorado
$378K +$405K +14,303 New
M&T Bank
156
M&T Bank
New York
$372K -$39.4K -1,394 -9%
LCAM
157
London & Capital Asset Management
United Kingdom
$363K -$448K -15,816 -53%
EWM
158
Empirical Wealth Management
Washington
$360K +$26K +919 +7%
LCGC
159
Legacy Capital Group California
California
$355K -$43.2K -1,528 -10%
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$354K +$18.8K +664 +5%
CTC
161
Cetera Trust Company
Minnesota
$350K
VCM
162
Versant Capital Management
Arizona
$346K +$31K +1,097 +9%
AWM
163
Apollon Wealth Management
South Carolina
$346K +$43.8K +1,547 +13%
AHL
164
Abel Hall LLC
Louisiana
$341K +$366K +12,922 New
HIC
165
Holderness Investments Company
North Carolina
$337K
CCM
166
Coldstream Capital Management
Washington
$327K +$350K +12,373 New
CI
167
Corient IA
Florida
$326K
KP
168
Kitching Partners
Pennsylvania
$308K
DWT
169
Dorsey & Whitney Trust
South Dakota
$302K +$73.1K +2,582 +29%
PCS
170
Personal CFO Solutions
New Jersey
$301K +$69.9K +2,469 +28%
DWM
171
Dynasty Wealth Management
Florida
$299K -$29.7K -1,051 -9%
EWA
172
EverSource Wealth Advisors
Alabama
$294K +$87.5K +3,094 +38%
RCAG
173
Rehmann Capital Advisory Group
Michigan
$287K +$90.3K +3,190 +42%
DCM
174
DGS Capital Management
New Jersey
$282K -$2.6K -92 -0.9%
NWAG
175
Net Worth Advisory Group
Utah
$282K -$3.76K -133 -1%