We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1151
Gryphon Financial Partners
Ohio
$4.77M +$499K +1,212 +10%
Edmond de Rothschild Holding
1152
Edmond de Rothschild Holding
Switzerland
$4.77M -$555K -1,347 -10%
Conning Inc
1153
Conning Inc
Connecticut
$4.76M -$851K -2,066 -14%
DWM
1154
Drive Wealth Management
Utah
$4.74M -$110K -268 -2%
SB
1155
Simmons Bank
Arkansas
$4.73M -$65.9K -160 -1%
RCG
1156
Regatta Capital Group
California
$4.72M -$124K -300 -2%
Itau Unibanco Holding S.A.
1157
Itau Unibanco Holding S.A.
Brazil
$4.72M -$36.7M -89,167 -88%
CPA
1158
Capital Performance Advisors
California
$4.72M +$687K +1,667 +15%
MW
1159
MBL Wealth
North Carolina
$4.72M -$91.5K -222 -2%
Kinetic Partners Management
1160
Kinetic Partners Management
Florida
$4.7M – – –
AWM
1161
Aprio Wealth Management
Georgia
$4.7M +$95.6K +232 +2%
BCM
1162
BluePath Capital Management
Georgia
$4.7M -$107K -260 -2%
Grimes & Company
1163
Grimes & Company
Massachusetts
$4.7M +$284K +690 +6%
DBG
1164
De Burlo Group
Massachusetts
$4.69M +$5.2M +12,626 New
CCA
1165
Childress Capital Advisors
Texas
$4.69M -$2.62M -6,363 -34%
CCA
1166
Cadent Capital Advisors
Oklahoma
$4.69M -$29.2K -71 -0.6%
APWM
1167
Argonautica Private Wealth Management
Massachusetts
$4.68M -$292K -708 -5%
Choate Investment Advisors
1168
Choate Investment Advisors
Massachusetts
$4.68M -$342K -831 -6%
Sageworth Trust
1169
Sageworth Trust
Pennsylvania
$4.68M +$123K +298 +2%
Salem Investment Counselors
1170
Salem Investment Counselors
North Carolina
$4.67M +$31.7K +77 +0.6%
MMPW
1171
Mitchell McLeod Pugh & Williams
Alabama
$4.66M – – –
RMC
1172
Ring Mountain Capital
California
$4.66M +$7.83K +19 +0.2%
CWM
1173
CCG Wealth Management
California
$4.66M +$3.31M +8,033 +179%
TFGT
1174
TS Financial Group (TSFG)
Illinois
$4.65M -$7.42K -18 -0.1%
CWG
1175
Cornerstone Wealth Group
North Carolina
$4.64M +$100K +243 +2%