We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SL
601
Summitry LLC
California
$846K +$81.5K +1,107 +11%
CTC
602
Central Trust Company
Missouri
$844K -$86K -1,168 -9%
HPM
603
Hudson Portfolio Management
New York
$843K
IB
604
Intrust Bank
Kansas
$835K +$25.2K +342 +3%
MWM
605
Meridian Wealth Management
Kentucky
$835K +$53.3K +723 +7%
CSIC
606
Clifford Swan Investment Counsel
California
$833K -$88.4K -1,200 -10%
BRWA
607
B. Riley Wealth Advisors
Florida
$831K +$5.97K +81 +0.7%
BFS
608
Bradley Foster & Sargent
Connecticut
$829K +$2.21K +30 +0.3%
HTC
609
Haverford Trust Company
Pennsylvania
$828K -$10.8K -146 -1%
EH
610
Equitable Holdings
New York
$828K +$234K +3,181 +39%
ISL
611
Ingalls & Snyder LLC
New York
$823K
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$820K +$1.92K +26 +0.2%
WPC
613
Wedmont Private Capital
Pennsylvania
$818K +$442 +6 +0.1%
JGUA
614
John G. Ullman & Associates
New York
$816K
JIC
615
Joel Isaacson & Co
New York
$815K +$248K +3,372 +44%
FHA
616
Flagship Harbor Advisors
Massachusetts
$812K -$286K -3,879 -26%
First Manhattan
617
First Manhattan
New York
$809K +$197K +2,672 +32%
USGIU
618
U.S. Global Investors (USGI)
Texas
$808K
FI
619
Finivi Inc
Massachusetts
$806K +$9.28K +126 +1%
BWA
620
Basecamp Wealth Advisors
Washington
$804K +$806K +10,942 New
NL
621
NWAM LLC
Washington
$800K +$18.9K +257 +2%
GCM
622
Gallacher Capital Management
Colorado
$799K +$1.18K +16 +0.1%
DA
623
Denali Advisors
California
$796K +$10.1K +137 +1%
EWM
624
Empirical Wealth Management
Washington
$794K -$94.4K -1,282 -11%
SWM
625
Sendero Wealth Management
Texas
$791K -$305K -4,136 -28%