We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
876
Douglas Lane & Associates
New York
$257K – – –
MCP
877
Mirador Capital Partners
California
$257K +$238K +2,270 New
GAM
878
Griffin Asset Management
New York
$256K -$21K -200 -8%
AIP
879
Ahrens Investment Partners
Louisiana
$255K +$236K +2,250 New
RCA
880
Resonant Capital Advisors
Wisconsin
$254K – – –
CPO
881
Cerity Partners OCIO
New York
$254K +$235K +2,240 New
MBTD
882
Mechanics Bank - Trust Department
California
$252K +$234K +2,230 New
VCP
883
Vista Capital Partners
Oregon
$251K -$192K -1,830 -45%
PSUF
884
People's United Financial
Connecticut
$251K -$15.7K -150 -6%
BCM
885
Bayesian Capital Management
New York
$251K +$233K +2,220 New
MTC
886
McDaniel Terry & Co
Texas
$249K +$21K +200 +10%
OWA
887
Octavia Wealth Advisors
Ohio
$248K +$230K +2,190 New
YIA
888
YHB Investment Advisors
Connecticut
$247K +$8.4K +80 +4%
CFB
889
Cullen/Frost Bankers
Texas
$245K – – –
CPC
890
Congress Park Capital
New York
$245K +$10.5K +100 +5%
BMCM
891
Burns Matteson Capital Management
New York
$245K +$227K +2,160 New
VWM
892
Valley Wealth Managers
New Jersey
$243K +$226K +2,150 New
EWM
893
Evercore Wealth Management
New York
$242K – – –
BCM
894
Bourgeon Capital Management
Connecticut
$241K – – –
VWA
895
Visionary Wealth Advisors
Illinois
$241K +$224K +2,130 New
PFA
896
Pettinga Financial Advisors
Indiana
$240K +$223K +2,120 New
CAM
897
Cypress Asset Management
Texas
$237K -$52.5K -500 -19%
SW
898
SVB Wealth
Massachusetts
$236K +$219K +2,090 New
CFG
899
Cooper Financial Group
California
$235K +$218K +2,080 New
NAS
900
Nicolet Advisory Services
Wisconsin
$235K +$218K +2,080 New
34 35
36
37 38