We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
1376
Zeke Capital Advisors
Pennsylvania
$619K -$43.8K -200 -7%
MHR
1377
Matthew Hamilton Rosenberg
$618K +$1.31K +6 +0.2%
DCM
1378
Donaldson Capital Management
Indiana
$618K +$241K +1,101 +76%
PIM
1379
Perpetual Investment Management
Australia
$617K -$21.9K -100 -4%
WC
1380
Weil Company
California
$614K – – –
WTB
1381
Washington Trust Bank
Washington
$613K -$29.3K -134 -5%
OIS
1382
Okabena Investment Services
Minnesota
$612K +$552K +2,523 +25,230%
SFSG
1383
Sound Financial Strategies Group
Mississippi
$611K -$179K -816 -24%
FCA
1384
FinTrust Capital Advisors
South Carolina
$611K +$66.3K +303 +14%
TWM
1385
Titus Wealth Management
California
$610K – – –
GG
1386
Golden Green
South Carolina
$607K -$7K -32 -1%
CFG
1387
Cooper Financial Group
California
$607K +$71.6K +327 +15%
TA
1388
Tectonic Advisors
Texas
$606K +$97.8K +447 +22%
5L
1389
55I LLC
Massachusetts
$605K +$157K +718 +40%
FNBSF
1390
First National Bank Sioux Falls
South Dakota
$604K -$21.9K -100 -4%
VCAM
1391
Van Cleef Asset Management
Ohio
$604K -$19.7K -90 -3%
B
1392
Barings
North Carolina
$600K -$56.5K -258 -9%
CL
1393
CSS LLC
Illinois
$599K -$234K -1,067 -30%
GA
1394
Gateway Advisory
New Jersey
$599K +$247K +1,128 +83%
FIB
1395
First Interstate Bank
Montana
$599K +$542K +2,477 New
PTB
1396
Pioneer Trust Bank
Oregon
$596K – – –
WA
1397
Wealth Architects
California
$596K +$61.7K +282 +13%
WPW
1398
Waldron Private Wealth
Pennsylvania
$596K +$91.3K +417 +20%
RSWM
1399
Robertson Stephens Wealth Management
California
$594K +$88.4K +404 +20%
BCA
1400
Bay Colony Advisors
Massachusetts
$591K +$72K +329 +16%