We are live on ! Find out more
VRT icon

Vertiv
VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
901
Presidio Capital Management
California
$829K -$179K -1,030 -17%
FDS
902
First Dallas Securities
Texas
$829K +$29.9K +172 +3%
HBW
903
Hazlett, Burt & Watson
West Virginia
$828K +$34.4K +198 +4%
MWM
904
Mission Wealth Management
California
$821K +$21.5K +124 +3%
SWM
905
Segment Wealth Management
Texas
$817K +$347 +2 +0%
DWM
906
Dynasty Wealth Management
Florida
$814K +$48.6K +280 +6%
HA
907
Harbor Advisors
Florida
$810K – – –
ARAM
908
Ardmore Road Asset Management
New York
$810K +$868K +5,000 New
GC
909
Guidance Capital
Kentucky
$808K -$53.1K -306 -6%
AFG
910
Atomi Financial Group
New York
$807K +$138K +796 +19%
EWA
911
EverSource Wealth Advisors
Alabama
$807K +$98.6K +568 +13%
7WCP
912
71 West Capital Partners
Massachusetts
$802K +$859K +4,950 New
FWP
913
Forefront Wealth Partners
Texas
$802K +$28.1K +162 +3%
AG
914
AlTi Global
New York
$800K -$45.1K -260 -5%
MP
915
McDonald Partners
Ohio
$798K – – –
ATC
916
Argent Trust Co
Tennessee
$786K +$5.9K +34 +0.7%
CRI
917
Colonial River Investments
Virginia
$780K -$553K -3,187 -40%
FT
918
Fiduciary Trust
Massachusetts
$779K – – –
LAIC
919
Lederer & Associates Investment Counsel
California
$774K -$54.7K -315 -6%
ICP
920
Interchange Capital Partners
Pennsylvania
$771K +$18.6K +107 +2%
FPL
921
Fortress Private Ledger
North Carolina
$765K +$166K +954 +25%
CMBA
922
C.M. Bidwell & Associates
Hawaii
$764K -$22.7K -131 -3%
CA
923
Calton & Associates
Florida
$764K -$105K -602 -11%
WCM
924
Washington Capital Management
Washington
$761K +$157K +905 +24%
AU
925
Algebris (UK)
United Kingdom
$760K -$118K -679 -13%
35 36
37
38 39