We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1426
Oak Harbor Wealth Partners
North Carolina
$5.8M +$9.39K +34 +0.2%
AWM
1427
Avitas Wealth Management
California
$5.8M +$19.9K +72 +0.3%
SWM
1428
Sendero Wealth Management
Texas
$5.8M -$197K -714 -3%
LSPW
1429
Lake Street Private Wealth
Illinois
$5.79M +$355K +1,285 +7%
HVP
1430
Hudson Value Partners
Florida
$5.79M +$20.2K +73 +0.4%
AAS
1431
Ameritas Advisory Services
Nebraska
$5.76M +$1.44M +5,222 +33%
FHA
1432
First Horizon Advisors
Tennessee
$5.76M +$305K +1,104 +6%
JAG
1433
Journey Advisory Group
Kentucky
$5.72M +$844K +3,058 +18%
RWM
1434
Rockline Wealth Management
New York
$5.71M +$328K +1,187 +6%
SAM
1435
SP Asset Management
California
$5.7M +$56K +203 +1%
CAM
1436
Carret Asset Management
New York
$5.7M – – –
FMTC
1437
Farmers & Merchants Trust Company
California
$5.69M -$200K -723 -3%
HV
1438
HST Ventures
Utah
$5.68M +$5.62M +20,355 New
CPBTD
1439
Central Pacific Bank - Trust Division
Hawaii
$5.68M +$5.64M +20,413 New
FWM
1440
Fairhaven Wealth Management
Illinois
$5.67M +$643K +2,329 +13%
PAMP
1441
Polar Asset Management Partners
Ontario, Canada
$5.67M +$5.6M +20,300 New
AWAU
1442
Alliance Wealth Advisors (Utah)
Utah
$5.66M +$1.03M +3,720 +22%
SCM
1443
Spring Capital Management
Texas
$5.64M -$319K -1,156 -5%
KCPG
1444
Kavar Capital Partners Group
Kansas
$5.64M -$5.57M -20,158 -50%
ICG
1445
InterOcean Capital Group
Tennessee
$5.64M +$1.21M +4,385 +28%
CSPIA
1446
Cary Street Partners Investment Advisory
Virginia
$5.64M +$319K +1,154 +6%
AG
1447
AlTi Global
New York
$5.62M +$649K +2,351 +13%
GPTE
1448
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.61M – – –
BDL
1449
Bey-Douglas LLC
Georgia
$5.6M -$76.5K -277 -1%
YIH
1450
Y-Intercept (HK)
Hong Kong
$5.59M +$2.53M +9,146 +84%
56 57
58
59 60