We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
201
Freestone Capital Holdings
Washington
$124K -$14.1K -7,028 -12%
CFA
202
Capstone Financial Advisors
Illinois
$117K +$50K +25,000 +100%
DCM
203
DGS Capital Management
New Jersey
$112K +$58.9K +29,458 +159%
Credit Agricole
204
Credit Agricole
France
$111K -$182K -90,848 -66%
JFL
205
Jarislowsky, Fraser Ltd
Quebec, Canada
$111K +$486 +243 +0.5%
SWM
206
Spire Wealth Management
Virginia
$106K +$3.71K +1,852 +4%
JFG
207
Jefferies Financial Group
New York
$103K -$18.2K -9,108 -17%
WG
208
Welch Group
Alabama
$101K – – –
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$101K +$62K +31,003 +254%
Barclays
210
Barclays
United Kingdom
$98.9K +$82.4K +41,193 +3,256%
BEAM
211
Baker Ellis Asset Management
Washington
$97.9K – – –
PAS
212
Park Avenue Securities
New York
$97K -$49.4K -24,706 -37%
VCP
213
Verus Capital Partners
Arizona
$93.2K +$10K +5,000 +14%
SOW
214
State of Wyoming
Wyoming
$92.3K +$8.06K +4,030 +11%
HL
215
Harding Loevner
New Jersey
$90.1K -$176M -87,780,478 -100%
Bank Julius Baer & Co
216
Bank Julius Baer & Co
Switzerland
$89.7K +$7.22K +3,612 +10%
IAS
217
Insigneo Advisory Services
Florida
$89.6K +$13.9K +6,949 +22%
OBWG
218
Onyx Bridge Wealth Group
New York
$87.1K +$16.3K +8,137 +28%
CWM
219
Chemistry Wealth Management
New York
$85.3K – – –
TBC
220
Ted Buchan & Co
California
$84.6K +$72.6K +36,300 New
1WA
221
180 Wealth Advisors
Washington
$84.2K – – –
BP
222
Ballentine Partners
Massachusetts
$84K -$73.4K -36,706 -50%
HighTower Advisors
223
HighTower Advisors
Illinois
$83K -$25K -12,490 -26%
RGC
224
Roberts, Glore & Co
Illinois
$80.3K – – –
LCWP
225
Legacy Capital Wealth Partners
Arkansas
$79.1K +$67.9K +33,928 New