We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ABTD
626
Arvest Bank Trust Division
Oklahoma
$359K +$336K +4,203 New
CSPAM
627
Cary Street Partners Asset Management
Virginia
$359K +$1.68M +21,082 New
TW
628
TrinityPoint Wealth
Connecticut
$358K +$13K +163 +4%
TWM
629
Tradition Wealth Management
Minnesota
$358K +$335K +4,191 New
P
630
Pitcairn
Pennsylvania
$357K -$80 -1 -0%
CI
631
Capital International
California
$357K +$334K +4,182 New
LF
632
Lantz Financial
Illinois
$355K
DT
633
Diversified Trust
Tennessee
$351K +$79.1K +990 +32%
SSW
634
Smith Shellnut Wilson
Mississippi
$345K -$1.04K -13 -0.3%
KPWS
635
Kestra Private Wealth Services
Texas
$345K +$30.3K +379 +10%
LNC
636
Lincoln National Corp
Pennsylvania
$344K +$46.5K +582 +17%
CGL
637
Clarius Group LLC
Washington
$344K +$56.3K +704 +21%
CS
638
Cannell & Spears
New York
$342K -$57.5K -720 -15%
PSUF
639
People's United Financial
Connecticut
$341K -$25.6K -320 -7%
CWA
640
Clarus Wealth Advisors
Arizona
$337K +$309K +3,868 New
WPP
641
Whalerock Point Partners
Rhode Island
$329K +$286K +3,580 +1,326%
SFG
642
SevenBridge Financial Group
Pennsylvania
$327K +$306K +3,833 New
FF
643
FourThought Financial
Florida
$326K +$305K +3,818 New
IAN
644
Integrated Advisors Network
Texas
$323K
CCP
645
Corient Capital Partners
California
$320K +$17.8K +223 +6%
Fiera Capital (Canada)
646
Fiera Capital (Canada)
Quebec, Canada
$319K -$13.7K -171 -4%
QI
647
QS Investors
New York
$318K
CAM
648
Columbia Asset Management
Michigan
$317K -$21.6K -270 -7%
FNBT
649
FineMark National Bank & Trust
Florida
$317K -$5.99K -75 -2%
LFA
650
Legacy Financial Advisors
Kentucky
$316K +$21.5K +269 +8%