We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
826
Breiter Capital Management
Florida
$424K +$13K +179 +3%
MYLI
827
Meiji Yasuda Life Insurance
Japan
$423K -$331K -4,546 -43%
SCP
828
Syntal Capital Partners
Texas
$421K -$37.9K -520 -8%
OAM
829
Occidental Asset Management
California
$415K
AF
830
Allworth Financial
California
$414K +$36.5K +502 +9%
GT
831
Greenleaf Trust
Michigan
$413K +$63.8K +877 +17%
BP
832
Ballentine Partners
Massachusetts
$412K +$4.95K +68 +1%
CONA
833
Capital One National Association
New York
$409K -$13.7K -188 -3%
WF
834
WealthTrust Fairport
Ohio
$407K -$4K -55 -0.9%
DAS
835
Dynamic Advisor Solutions
Arizona
$407K +$167K +2,299 +65%
MCWS
836
McKinley Carter Wealth Services
West Virginia
$406K +$35.2K +483 +9%
PTC
837
Private Trust Company
Ohio
$405K +$16.8K +231 +4%
CPA
838
Capital Planning Advisors
California
$405K +$425K +5,838 New
DPIM
839
Duff & Phelps Investment Management
Illinois
$402K -$16.7K -230 -4%
DW
840
Domani Wealth
Pennsylvania
$399K -$68.2K -937 -14%
VAS
841
Valicenti Advisory Services
New York
$397K
AB
842
AT Bancorp
Iowa
$393K -$649K -8,916 -61%
LNB
843
Ledyard National Bank
$391K -$60.1K -825 -13%
AssetMark Inc
844
AssetMark Inc
California
$390K -$24.8K -341 -6%
SRC
845
Shufro Rose & Co
New York
$389K
PCM
846
Parsons Capital Management
Rhode Island
$388K
CCP
847
Corient Capital Partners
California
$387K -$104K -1,426 -20%
PPCM
848
Pillar Pacific Capital Management
California
$386K -$52.1K -716 -11%
LIM
849
Loudon Investment Management
New Hampshire
$382K +$7.28K +100 +2%
Coatue Management
850
Coatue Management
New York
$381K +$400K +5,494 New