We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
576
Cutler Investment Counsel
Oregon
$228K
AAM
577
Auxier Asset Management
Oregon
$225K
FM
578
Foster & Motley
Ohio
$222K -$38K -995 -16%
KWM
579
Kingsview Wealth Management
Oregon
$222K +$207K +5,425 New
PNAA
580
Pictet North America Advisors
Switzerland
$213K
CL
581
Choreo LLC
Illinois
$212K +$197K +5,171 New
EDRH
582
Edmond de Rothschild Holding
Switzerland
$209K -$15.3K -400 -7%
SBA
583
Secrest Blakey & Associates
North Carolina
$208K +$194K +5,078 New
OMC
584
Old Mission Capital
Illinois
$205K +$191K +5,005 New
AAM
585
AR Asset Management
California
$205K +$191K +5,006 New
KMWM
586
Keudell/Morrison Wealth Management
Oregon
$203K +$189K +4,962 New
PGA
587
Portland Global Advisors
Maine
$201K +$187K +4,906 New
IWP
588
Icon Wealth Partners
Texas
$199K -$5.46K -143 -3%
FCA
589
FinTrust Capital Advisors
South Carolina
$195K +$2.25K +59 +1%
CQS
590
Credential Qtrade Securities
$174K +$54.9K +1,438 +51%
PGA
591
Premia Global Advisors
Florida
$173K +$161K +4,233 New
BPCA
592
Bank Pictet & Cie (Asia)
Singapore
$172K
FANJ
593
Financial Architects (New Jersey)
New Jersey
$166K
LC
594
Lindbrook Capital
California
$160K +$37.8K +990 +34%
BBNA
595
Bremer Bank National Association
Minnesota
$155K +$135K +3,534 New
AII
596
AGF Investments Inc
Ontario, Canada
$149K +$23.6K +618 +21%
BBHC
597
Brown Brothers Harriman & Co
New York
$147K -$255K -6,697 -65%
BAM
598
Belpointe Asset Management
Nevada
$142K +$132K +3,461 New
RFA
599
Reilly Financial Advisors
California
$136K
SWM
600
SeaCrest Wealth Management
New York
$135K +$2.4K +63 +2%