We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CI
801
CX Institutional
Indiana
$1.36M -$974K -5,365 -41%
WF
802
WoodTrust Financial
Wisconsin
$1.35M +$55K +303 +4%
PF
803
Phoenix Financial
Israel
$1.34M +$211K +1,164 +18%
RT
804
Rockland Trust
Massachusetts
$1.34M -$77.3K -426 -5%
DWP
805
Daymark Wealth Partners
Ohio
$1.33M +$9.44K +52 +0.7%
SWM
806
Segment Wealth Management
Texas
$1.32M +$148K +816 +12%
GBT
807
Grove Bank & Trust
Florida
$1.31M +$142K +783 +12%
IA
808
IFP Advisors
Florida
$1.3M -$2.29M -12,619 -63%
UAS
809
United Asset Strategies
New York
$1.29M +$1.35M +7,433 New
SAM
810
Silvercrest Asset Management
New York
$1.29M +$69.5K +383 +5%
CCM
811
Coldstream Capital Management
Washington
$1.29M +$43.6K +240 +3%
SC
812
Savant Capital
Illinois
$1.28M +$14.9K +82 +1%
FFM
813
Forum Financial Management
Illinois
$1.28M
IAS
814
Investment Advisory Services
Texas
$1.27M +$8.53K +47 +0.6%
NF
815
Nvest Financial
New Hampshire
$1.27M +$24.1K +133 +2%
MFG
816
Merit Financial Group
Georgia
$1.27M +$45.4K +250 +4%
LAS
817
Lloyd Advisory Services
Georgia
$1.26M +$1.32M +7,261 New
NG
818
Norden Group
Utah
$1.26M +$1.32M +7,261 New
JCM
819
Jacobi Capital Management
Pennsylvania
$1.26M +$87.3K +481 +7%
PCA
820
Pallas Capital Advisors
Massachusetts
$1.26M +$907K +4,997 +164%
DLA
821
Douglas Lane & Associates
New York
$1.25M -$53.9K -297 -4%
TI
822
Tidal Investments
Wisconsin
$1.24M -$42.5K -234 -3%
KCM
823
Kornitzer Capital Management
Kansas
$1.24M
RA
824
RiverPark Advisors
New York
$1.23M +$79.5K +438 +7%
QPW
825
Quantum Private Wealth
Florida
$1.23M