We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
351
Ategra Capital Management
Virginia
$204K
PA
352
Parallel Advisors
California
$202K +$12K +95 +6%
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$202K +$12.4K +98 +6%
BOPW
354
Brandywine Oak Private Wealth
Pennsylvania
$200K -$17K -134 -8%
SFS
355
Sowell Financial Services
Arkansas
$198K -$130K -1,026 -42%
SWM
356
Spire Wealth Management
Virginia
$196K +$203K +1,598 New
SBSB
357
Sullivan, Bruyette, Speros & Blaney
Virginia
$175K -$2.15K -17 -1%
ST
358
Smithfield Trust
Pennsylvania
$173K
HNB
359
Huntington National Bank
Ohio
$167K -$3.04K -24 -2%
SFO
360
Standard Family Office
South Dakota
$158K +$19.9K +157 +14%
FF
361
FourThought Financial
Florida
$152K +$32.2K +254 +26%
TAIM
362
TD Ameritrade Investment Management
Nebraska
$149K
ADL
363
Asset Dedication LLC
California
$147K -$2.03K -16 -1%
IAIM
364
International Assets Investment Management
Florida
$143K +$73.9K +583 +107%
BBHC
365
Brown Brothers Harriman & Co
New York
$142K -$25.9K -204 -15%
CFB
366
Cullen/Frost Bankers
Texas
$141K
WT
367
Whittier Trust
California
$141K +$66.5K +525 +85%
CAL
368
Capital Analysts LLC
Pennsylvania
$135K +$15.6K +123 +13%
JWM
369
Janiczek Wealth Management
Colorado
$133K +$62.7K +495 +84%
Bessemer Group
370
Bessemer Group
New Jersey
$130K +$39.4K +311 +42%
LTI
371
Laffer Tengler Investments
Tennessee
$129K +$37K +292 +38%
AIC
372
Ameritas Investment Company
Nebraska
$125K +$129K +1,018 New
Deutsche Bank
373
Deutsche Bank
Germany
$123K +$127K +1,000 New
ZB
374
Zions Bancorporation
Utah
$118K -$25.6K -202 -17%
TCWM
375
Total Clarity Wealth Management
Illinois
$113K +$117K +920 New