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Name Holding Trade Value Shares
Change
Change in
Stake
BOH
726
Bank of Hawaii
Hawaii
$519K -$262K -5,986 -34%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$518K +$161K +3,696 +47%
PCA
728
Pallas Capital Advisors
Massachusetts
$516K -$68.4K -1,565 -12%
CP
729
Covenant Partners
Tennessee
$516K -$55K -1,258 -10%
OL
730
Optas LLC
Texas
$510K +$70.3K +1,609 +16%
V
731
Veritable
Delaware
$508K +$33.7K +772 +7%
FA
732
FDx Advisors
Illinois
$508K +$102K +2,339 +26%
TFCP
733
Twin Focus Capital Partners
Massachusetts
$505K +$306 +7 +0.1%
Vanguard Personalized Indexing Management
734
Vanguard Personalized Indexing Management
California
$499K -$180K -4,128 -27%
CI
735
Cigna Investments
Connecticut
$499K -$6.99K -160 -1%
LJAC
736
L.J. Altfest & Co
New York
$488K +$476K +10,885 New
PA
737
PSI Advisors
Florida
$487K +$213K +4,875 +81%
RHBC
738
R.H. Bluestein & Co
Michigan
$486K -$20.5M -469,395 -98%
HWA
739
HHM Wealth Advisors
Tennessee
$486K
EWM
740
Evercore Wealth Management
New York
$473K -$328K -7,500 -42%
B
741
Bellecapital
Switzerland
$470K +$10.6K +243 +2%
AAP
742
Ardsley Advisory Partners
Connecticut
$470K +$459K +10,500 New
MYIA
743
Mount Yale Investment Advisors
Colorado
$469K +$248K +5,686 +119%
TC
744
Tatro Capital
Kentucky
$467K -$3.28K -75 -0.7%
SFP
745
Sandbox Financial Partners
Maryland
$461K -$147K -3,370 -25%
FFS
746
Founders Financial Securities
Maryland
$461K +$33.5K +766 +8%
GI
747
GAMCO Investors
Connecticut
$459K -$3.92M -89,785 -90%
DTL
748
Dynamic Technology Lab
Singapore
$452K -$1.46M -33,414 -77%
BBCM
749
Boardman Bay Capital Management
New York
$448K -$961K -22,000 -69%
AWA
750
Artemis Wealth Advisors
New York
$448K