We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
376
Douglass Winthrop Advisors
New York
$5.75M -$1.2M -10,194 -20%
KPWS
377
Kestra Private Wealth Services
Texas
$5.65M +$4.66M +39,480 New
MHS
378
M Holdings Securities
Oregon
$5.56M +$4.59M +38,874 New
HNB
379
Huntington National Bank
Ohio
$5.53M +$1.97M +16,653 +76%
NIM
380
Nicollet Investment Management
Minnesota
$5.51M -$3.59M -30,387 -44%
EWM
381
Evercore Wealth Management
New York
$5.49M +$22.7K +192 +0.5%
CFG
382
Cooper Financial Group
California
$5.42M +$747K +6,324 +20%
PA
383
Parallel Advisors
California
$5.41M -$521K -4,410 -10%
SH
384
SeaTown Holdings
Singapore
$5.41M +$4.46M +37,800 New
JSAM
385
J. Safra Asset Management
New York
$5.36M
KIA
386
KCM Investment Advisors
California
$5.31M -$1M -8,493 -19%
HFM
387
Harvest Fund Management
China
$5.31M +$1.75M +14,796 +65%
OIA
388
OneDigital Investment Advisors
Kansas
$5.2M -$650K -5,508 -13%
RSS
389
Rosenblum Silverman Sutton
California
$5.14M -$106K -894 -2%
IC
390
Inverness Counsel
New York
$5.14M -$182K -1,545 -4%
PFA
391
Pinnacle Family Advisors
Missouri
$5.14M +$1.61M +13,608 +61%
AW
392
ACG Wealth
Georgia
$5.02M -$456K -3,864 -10%
AI
393
Atria Investments
North Carolina
$4.98M -$5.9M -49,974 -59%
PWM
394
Perigon Wealth Management
California
$4.96M -$689K -5,838 -14%
I
395
INVST
Indiana
$4.91M +$12.8K +108 +0.3%
JRP
396
Jasper Ridge Partners
California
$4.87M
Federated Hermes
397
Federated Hermes
Pennsylvania
$4.81M +$2.25M +19,074 +131%
WS
398
Wedbush Securities
California
$4.77M +$1.3M +10,989 +49%
B
399
Barings
North Carolina
$4.77M +$3.17M +26,847 +411%
LC
400
Lavaca Capital
Texas
$4.77M +$2.25M +19,086 +134%