We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
601
Bank of the West
California
$868K
DWT
602
Dorsey & Whitney Trust
South Dakota
$859K -$29.8K -493 -3%
THWM
603
Taylor Hoffman Wealth Management
Virginia
$858K +$53.6K +886 +7%
WEC
604
Winslow Evans & Crocker
Massachusetts
$857K
FFSOTS
605
Fiduciary Financial Services of The Southwest
Texas
$855K -$18.5K -305 -2%
LOAMS
606
Lombard Odier Asset Management (Switzerland)
Switzerland
$853K +$575K +9,497 +201%
CBT
607
Capital Bank & Trust
California
$848K
AP
608
Appleton Partners
Massachusetts
$848K +$122K +2,012 +17%
SWP
609
Stratos Wealth Partners
Ohio
$843K -$44.1K -728 -5%
VCA
610
Verdence Capital Advisors
Maryland
$840K +$173K +2,851 +26%
HAG
611
HighPoint Advisor Group
Illinois
$840K +$281K +4,646 +58%
CAM
612
Columbia Asset Management
Michigan
$839K
JIC
613
Johnson Investment Counsel
Ohio
$839K +$7.33K +121 +0.9%
AWM
614
Altavista Wealth Management
North Carolina
$835K -$22.2K -367 -3%
BWM
615
Buckley Wealth Management
Nevada
$835K +$21.2K +350 +3%
SPIA
616
Steward Partners Investment Advisory
New York
$830K -$183K -3,016 -18%
RIL
617
Rothschild Investment LLC
Illinois
$823K
CCT
618
Chemung Canal Trust
New York
$822K -$161K -2,651 -16%
JPMIA
619
J.P. Marvel Investment Advisors
Massachusetts
$822K
ZCA
620
Zeke Capital Advisors
Pennsylvania
$819K +$379K +6,261 +85%
VIG
621
Vienna Insurance Group
Poland
$818K -$106K -1,755 -11%
BAC
622
Boys Arnold & Co
North Carolina
$815K
HW
623
Hancock Whitney
Mississippi
$814K +$822K +13,580 New
SAM
624
Symphony Asset Management
California
$813K -$59.9K -989 -7%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$809K -$16.5K -273 -2%