We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
426
Cherry Creek Investment Advisors
Colorado
$540K +$306K +11,741 +153%
BBHC
427
Brown Brothers Harriman & Co
New York
$537K
CG
428
Clifford Group
Massachusetts
$528K +$495K +18,986 New
PWS
429
Peloton Wealth Strategists
Indiana
$523K +$78.2K +3,000 +19%
ICM
430
Intrepid Capital Management
Florida
$509K
MC
431
Machina Capital
France
$503K +$472K +18,093 New
TI
432
Tidal Investments
Wisconsin
$503K +$114K +4,372 +32%
GWM
433
Geneos Wealth Management
Colorado
$498K +$70.4K +2,700 +18%
ECM
434
Everence Capital Management
Indiana
$497K +$144K +5,504 +45%
CICI
435
Capital Investment Counsel Inc
North Carolina
$495K
Envestnet Portfolio Solutions
436
Envestnet Portfolio Solutions
Illinois
$495K -$48.6K -1,862 -9%
PA
437
Pinnacle Associates
New York
$493K -$55.8K -2,138 -11%
TVPW
438
Third View Private Wealth
Connecticut
$491K +$190K +7,291 +70%
IWM
439
IHT Wealth Management
Illinois
$488K +$33.5K +1,284 +8%
TWM
440
Trevian Wealth Management
Massachusetts
$486K
TCPG
441
Trivant Custom Portfolio Group
California
$486K +$25.8K +989 +6%
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$484K
ASN
443
Advisory Services Network
Georgia
$483K +$241K +9,228 +113%
PCM
444
Polymer Capital Management
New York
$482K -$301K -11,548 -40%
FRM
445
Fox Run Management
Connecticut
$470K +$28.2K +1,083 +7%
EC
446
Enhancing Capital
Pennsylvania
$469K
EWP
447
Elevation Wealth Partners
California
$466K +$55.1K +2,113 +14%
Royal London Asset Management
448
Royal London Asset Management
United Kingdom
$463K -$113K -4,349 -21%
BMO
449
Beck Mack & Oliver
New York
$460K
JSSH
450
J. Safra Sarasin Holding
$460K +$97.6K +3,742 +29%