We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
926
Arete Wealth Advisors
Illinois
$770K -$22.1K -347 -3%
HAG
927
HighPoint Advisor Group
Illinois
$769K -$14.9K -235 -2%
GP
928
Greenline Partners
New York
$767K
WIM
929
Waycross Investment Management
Washington
$766K -$5.28K -83 -0.6%
PTC
930
Private Trust Company
Ohio
$766K +$25.6K +402 +3%
S
931
SignatureFD
Georgia
$765K +$22.2K +349 +3%
SC
932
Sapient Capital
Indiana
$762K +$3.75K +59 +0.5%
WAOTB
933
Wealth Advisors of Tampa Bay
Florida
$757K -$50.9K -800 -6%
IPW
934
Inlet Private Wealth
Florida
$756K
WANY
935
Wealthspire Advisors (New York)
New York
$756K -$87.5K -1,375 -10%
MFS
936
Monetta Financial Services
Illinois
$754K
RA
937
Riverstone Advisors
Texas
$753K -$500K -7,857 -38%
TCM
938
Triumph Capital Management
Colorado
$750K +$1.53K +24 +0.2%
AWM
939
Avitas Wealth Management
California
$745K -$5.15K -81 -0.6%
Polen Capital Management
940
Polen Capital Management
Florida
$741K -$2.33M -36,708 -74%
HBT
941
Hills Bank & Trust
Iowa
$735K +$296K +4,660 +58%
VA
942
Valmark Advisers
Ohio
$735K +$13.4K +210 +2%
MC
943
Maverick Capital
Texas
$733K +$803K +12,626 New
FFN
944
Focus Financial Network
Minnesota
$730K -$23K -362 -3%
ODG
945
O'Dell Group
Ohio
$730K
KIC
946
Kensington Investment Counsel
California
$729K +$2.04K +32 +0.3%
HCM
947
Helios Capital Management
Singapore
$725K
KLCM
948
KG&L Capital Management
Louisiana
$722K +$417K +6,559 +112%
SAM
949
Silvercrest Asset Management
New York
$722K -$12.4K -195 -2%
LGF
950
LGT Group Foundation
Liechtenstein
$719K +$73.3K +1,152 +10%