We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
UB
751
UMB Bank
Missouri
$209K +$221K +1,233 New
MIC
752
Meridian Investment Counsel
California
$205K
FNBOO
753
First National Bank of Omaha
Nebraska
$204K -$269K -1,500 -56%
BP
754
Ballentine Partners
Massachusetts
$204K -$19.7K -110 -8%
CCT
755
Country Club Trust
Missouri
$204K -$2.69K -15 -1%
SBWM
756
Sunflower Bank Wealth Management
Arizona
$204K
SC
757
Savant Capital
Illinois
$201K -$5.37K -30 -2%
CWM
758
Confluence Wealth Management
Oregon
$200K +$211K +1,177 New
IBOK
759
Independence Bank of Kentucky
Kentucky
$198K
Group One Trading
760
Group One Trading
Illinois
$196K -$9.67K -54 -4%
PCM
761
Prelude Capital Management
New York
$189K +$11.6K +65 +6%
ECM
762
Elgethun Capital Management
South Dakota
$182K
VCM
763
Versant Capital Management
Arizona
$179K
CBT
764
Capital Bank & Trust
California
$172K +$94.9K +530 +110%
CAM
765
Cresset Asset Management
Illinois
$160K +$169K +941 New
WAM
766
Wealthspire Advisors (Maryland)
Maryland
$158K +$22.7K +127 +16%
BDWM
767
Brewin Dolphin Wealth Management
Ireland
$153K
SIAS
768
Shine Investment Advisory Services
Colorado
$148K
ST
769
Smithfield Trust
Pennsylvania
$147K -$5.37K -30 -3%
S
770
Seeyond
France
$147K +$155K +863 New
CQS
771
Credential Qtrade Securities
$140K +$13.8K +77 +10%
CYG
772
Clean Yield Group
Vermont
$140K -$251K -1,400 -63%
EI
773
Ellevest Inc
New York
$138K +$145K +812 New
NSIM
774
North Star Investment Management
Illinois
$137K
TC
775
Trust Company
Kansas
$136K