We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
776
Global Trust Asset Management
Florida
$672K
SA
777
Sovran Advisors
California
$670K +$192K +2,378 +47%
AG
778
AlTi Global
New York
$670K -$178K -2,198 -23%
CT
779
Clearstead Trust
Maine
$669K -$57.4K -710 -9%
IRC
780
Investors Research Corp
Georgia
$666K -$238K -2,944 -29%
CAG
781
Crestwood Advisors Group
Massachusetts
$665K +$52.4K +648 +10%
Kayne Anderson Rudnick Investment Management
782
Kayne Anderson Rudnick Investment Management
California
$661K -$34.9K -432 -6%
UB
783
UMB Bank
Missouri
$661K -$13K -161 -2%
WA
784
Wealth Alliance
New York
$660K -$224K -2,770 -28%
EB
785
Eastern Bank
Massachusetts
$660K +$31.8K +394 +6%
Janus Henderson Group
786
Janus Henderson Group
$659K
SAMT
787
Select Asset Management & Trust
Pennsylvania
$658K
GFG
788
Greystone Financial Group
Michigan
$657K -$1.39M -17,222 -71%
BWM
789
BKM Wealth Management
Wisconsin
$656K -$5.9K -73 -1%
DWM
790
Drive Wealth Management
Utah
$649K -$8.73K -108 -2%
WIC
791
Woodmont Investment Counsel
Tennessee
$648K
ATC
792
Argent Trust Co
Tennessee
$648K +$86.1K +1,065 +18%
TAFW
793
Tred Avon Family Wealth
Maryland
$645K -$55.4K -685 -9%
SWM
794
Seed Wealth Management
Illinois
$644K
KCPG
795
Kavar Capital Partners Group
Kansas
$644K
SCM
796
Schnieders Capital Management
California
$640K -$24.2K -300 -4%
FTC
797
Farmers Trust Company
Ohio
$640K -$8.65K -107 -2%
FWP
798
FAS Wealth Partners
Kansas
$637K
PFA
799
Pure Financial Advisors
California
$637K +$107K +1,327 +24%
VDI
800
Vaughan David Investments
Illinois
$635K -$24.2K -300 -4%