We are live on ! Find out more
TRMB icon

Trimble

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
401
Summit Creek Advisors
Minnesota
$302K
JMPWA
402
JP Morgan Private Wealth Advisors
California
$300K +$26K +488 +9%
BAM
403
Blueshift Asset Management
New Jersey
$298K -$88.3K -1,656 -23%
SC
404
Savant Capital
Illinois
$295K +$300K +5,629 New
PWA
405
Physician Wealth Advisors
Utah
$292K
PCH
406
Polar Capital Holdings
United Kingdom
$288K -$133K -2,500 -31%
AAS
407
Avantax Advisory Services
Texas
$276K +$3.63K +68 +1%
TMAM
408
Tokio Marine Asset Management
Japan
$275K +$5.23K +98 +2%
SW
409
SVB Wealth
Massachusetts
$275K +$5.33K +100 +2%
SP
410
Saranac Partners
$273K +$278K +5,210 New
Wealthfront Advisers
411
Wealthfront Advisers
California
$268K -$77.7K -1,457 -22%
FRM
412
Fox Run Management
Connecticut
$266K +$271K +5,083 New
AWS
413
Atria Wealth Solutions
New York
$266K +$1.87K +35 +0.7%
BPA
414
Beacon Pointe Advisors
California
$266K +$271K +5,075 New
ATC
415
Argent Trust Co
Tennessee
$263K
AWM
416
Aberdeen Wealth Management
Illinois
$262K -$53.4K -1,000 -17%
ERIM
417
Eagle Ridge Investment Management
Connecticut
$262K -$7.22M -135,398 -96%
V
418
Veritable
Delaware
$259K -$14.4K -270 -5%
FTDI
419
First Trust Direct Indexing
Massachusetts
$259K +$30.1K +564 +13%
AWAU
420
Alliance Wealth Advisors (Utah)
Utah
$257K +$7.2K +135 +3%
NWMG
421
National Wealth Management Group
Ohio
$251K -$12.5K -235 -4%
EF
422
Empirical Finance
Pennsylvania
$251K +$17.2K +322 +7%
IA
423
Inspire Advisors
Idaho
$249K +$254K +4,752 New
RB
424
Rodgers Brothers
Pennsylvania
$244K
HBT
425
Hills Bank & Trust
Iowa
$242K