We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
176
CIBC World Market
Ontario, Canada
$446K -$81.6K -2,535 -16%
William Blair & Company
177
William Blair & Company
Illinois
$442K +$6.25K +194 +1%
CCA
178
Checchi Capital Advisers
California
$442K +$1.58K +49 +0.4%
VWM
179
Venturi Wealth Management
Texas
$436K +$5.34K +166 +1%
SFO
180
Stokes Family Office
Louisiana
$432K +$14.4K +447 +4%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$432K -$24.9K -774 -6%
GCM
182
Gallacher Capital Management
Colorado
$420K +$16.6K +516 +4%
GT
183
Greenleaf Trust
Michigan
$406K -$1.06K -33 -0.3%
FOA
184
Five Oceans Advisors
California
$406K -$76.9K -2,390 -16%
CG
185
Caprock Group
Idaho
$406K +$390K +12,130 New
V
186
Veritable
Delaware
$403K +$773 +24 +0.2%
CA
187
Clearstead Advisors
Ohio
$387K
ECM
188
Evergreen Capital Management
Washington
$386K -$258 -8 -0.1%
EVM
189
Evelyn V. Moreno
$380K
AG
190
Ascent Group
Virginia
$369K -$21.2K -659 -6%
WT
191
Whittier Trust
California
$367K +$20.3K +632 +6%
PWG
192
Portside Wealth Group
Utah
$366K +$353K +10,958 New
NP
193
Nilsine Partners
Colorado
$347K -$27K -840 -7%
KPWS
194
Kestra Private Wealth Services
Texas
$333K +$7.34K +228 +2%
HIA
195
Harbor Investment Advisory
Maryland
$333K -$28.9K -898 -8%
BFG
196
Bleakley Financial Group
New Jersey
$331K +$3.12K +97 +1%
SS
197
Simplicity Solutions
Minnesota
$331K +$3.12K +97 +1%
BP
198
Ballentine Partners
Massachusetts
$326K +$110K +3,418 +54%
IWP
199
Icon Wealth Partners
Texas
$320K -$25.4K -789 -8%
CHP
200
Cable Hill Partners
Oregon
$320K -$9.56K -297 -3%