We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
176
Berkeley Capital Partners
Georgia
$580K +$601K +3,215 New
1WA
177
180 Wealth Advisors
Washington
$574K +$6.92K +37 +1%
FOA
178
Five Oceans Advisors
California
$574K +$233K +1,247 +64%
SBH
179
Segall Bryant & Hamill
Illinois
$571K +$592K +3,164 New
VFA
180
Valeo Financial Advisors
Indiana
$570K +$341K +1,824 +137%
CAM
181
Cresset Asset Management
Illinois
$550K -$16.3K -87 -3%
MNBTD
182
Moody National Bank Trust Division
Texas
$538K -$57.2K -306 -9%
TFCP
183
Twin Focus Capital Partners
Massachusetts
$531K +$8.23K +44 +2%
VT
184
Vise Technologies
New York
$529K +$549K +2,937 New
HSA
185
HBK Sorce Advisory
Pennsylvania
$527K +$14.6K +78 +3%
CWP
186
Curated Wealth Partners
California
$509K
RFC
187
Regions Financial Corp
Alabama
$504K +$63.4K +339 +14%
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$499K +$518K +2,770 New
ANI
189
American National Insurance
Texas
$496K
CC
190
Commons Capital
Massachusetts
$491K
IB
191
Intrust Bank
Kansas
$491K +$92K +492 +22%
MBT
192
Montecito Bank & Trust
California
$484K
BRWA
193
B. Riley Wealth Advisors
Florida
$476K +$21.7K +116 +5%
KIA
194
KCM Investment Advisors
California
$472K +$215K +1,150 +78%
SIA
195
Schechter Investment Advisors
Michigan
$471K +$31.2K +167 +7%
GT
196
Glenmede Trust
Pennsylvania
$466K -$18.3K -98 -4%
SWP
197
Stratos Wealth Partners
Ohio
$454K +$22.3K +119 +5%
LDB
198
Lee, Danner & Bass
Tennessee
$451K
MPPW
199
Mitchell & Pahl Private Wealth
Oklahoma
$443K -$3.37K -18 -0.7%
CG
200
Caprock Group
Idaho
$429K +$25.2K +135 +6%