We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BB
701
Busey Bank
Illinois
$3.52M +$3.74M +33,988 New
DWM
702
Dakota Wealth Management
Florida
$3.5M +$299K +2,711 +9%
MSE
703
MUFG Securities EMEA
United Kingdom
$3.5M -$34.8M -316,199 -90%
TEC
704
Tiger Eye Capital
Tennessee
$3.49M -$3.53M -32,000 -49%
SWP
705
Stratos Wealth Partners
Ohio
$3.46M -$146K -1,328 -4%
SWM
706
SeaCrest Wealth Management
New York
$3.46M +$164K +1,485 +5%
Northwestern Mutual Wealth Management
707
Northwestern Mutual Wealth Management
Wisconsin
$3.43M -$693K -6,289 -16%
MMG
708
Monetary Management Group
Missouri
$3.43M +$85.4K +775 +2%
PIM
709
Provident Investment Management
Michigan
$3.42M -$110K -1,000 -3%
CCP
710
Corient Capital Partners
California
$3.4M +$225K +2,043 +7%
SC
711
Slow Capital
California
$3.39M +$1.16M +10,486 +47%
SBWIC
712
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.38M +$196K +1,778 +6%
BCM
713
Bourgeon Capital Management
Connecticut
$3.38M -$691K -6,272 -16%
BPC
714
Banque Pictet & Cie
Switzerland
$3.38M +$446K +4,053 +14%
LSA
715
L & S Advisors
California
$3.37M +$75K +681 +2%
FC
716
Forte Capital
New York
$3.37M +$848K +7,698 +31%
PTC
717
Philadelphia Trust Company
Pennsylvania
$3.36M +$52.9K +480 +2%
SGA
718
Strategic Global Advisors
California
$3.32M +$3.53M +32,018 New
BBL
719
Beck Bode LLC
Massachusetts
$3.28M +$54.3K +493 +2%
LNWWM
720
Laird Norton Wetherby Wealth Management
California
$3.28M +$122K +1,112 +4%
WIA
721
Westbourne Investment Advisors
Maryland
$3.27M +$1.07M +9,745 +45%
SG Americas Securities
722
SG Americas Securities
New York
$3.25M -$7.57M -68,699 -69%
AWM
723
Avitas Wealth Management
California
$3.24M +$88.1K +800 +3%
TBA
724
Tower Bridge Advisors
Pennsylvania
$3.22M +$1.76M +15,944 +101%
IAA
725
Independent Advisor Alliance
North Carolina
$3.19M +$763K +6,925 +29%