We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Summit Trail Advisors
1401
Summit Trail Advisors
New York
$383K +$33.3K +212 +9%
PWLP
1402
Prio Wealth Limited Partnership
Massachusetts
$383K -$5.96K -38 -1%
IAS
1403
Investment Advisory Services
Texas
$382K -$4.55K -29 -1%
IIA
1404
IPG Investment Advisors
California
$380K +$25.1K +160 +7%
CCP
1405
Clarkston Capital Partners
Michigan
$380K -$51K -325 -11%
JMFC
1406
J.M. Forbes & Co
Massachusetts
$379K – – –
FMLI
1407
Fukoku Mutual Life Insurance
Japan
$379K – – –
ArrowMark Colorado Holdings
1408
ArrowMark Colorado Holdings
Colorado
$378K – – –
NWM
1409
Northwest Wealth Management
Iowa
$378K -$54K -344 -12%
CWP
1410
Cyndeo Wealth Partners
Florida
$378K +$398K +2,535 New
PB
1411
Pinnacle Bancorp
Nebraska
$375K -$42.2K -269 -10%
JCIA
1412
Jackson Creek Investment Advisors
Colorado
$374K -$2.35K -15 -0.6%
PWM
1413
Prentice Wealth Management
New York
$373K -$6.59K -42 -2%
T
1414
TOBAM
France
$373K -$3.35M -21,331 -89%
LGA
1415
Lebenthal Global Advisors
New York
$372K +$109K +694 +38%
FCP
1416
Fidelis Capital Partners
Florida
$370K +$371K +2,364 New
MTIC
1417
Missouri Trust & Investment Company
Missouri
$369K +$14.1K +90 +4%
Geneos Wealth Management
1418
Geneos Wealth Management
Colorado
$368K -$54.6K -348 -12%
PWM
1419
PRW Wealth Management
Massachusetts
$367K +$386K +2,460 New
AC
1420
Avestar Capital
New York
$366K +$63.2K +403 +20%
Forum Financial Management
1421
Forum Financial Management
Illinois
$365K +$24.5K +156 +7%
SFWA
1422
Summit Financial Wealth Advisors
Louisiana
$365K -$78.4K -500 -17%
MIM
1423
MTM Investment Management
South Carolina
$364K -$78.4K -500 -17%
PI
1424
Pettee Investors
Connecticut
$363K – – –
BCA
1425
Bay Colony Advisors
Massachusetts
$363K – – –