We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
626
J. Safra Asset Management
New York
$104K +$102K +928 New
ST
627
Smithfield Trust
Pennsylvania
$102K – – –
AA
628
Alta Advisers
United Kingdom
$101K – – –
VWM
629
Venturi Wealth Management
Texas
$101K +$99.3K +900 New
PTC
630
Private Trust Company
Ohio
$98.5K -$2.65K -24 -3%
HFM
631
Harvest Fund Management
China
$89K +$87.6K +794 New
CI Investments Inc
632
CI Investments Inc
Ontario, Canada
$80K -$5.19K -47 -6%
HIA
633
Harbor Investment Advisory
Maryland
$79.1K -$19.3K -175 -20%
AF
634
Allworth Financial
California
$76.7K +$29.4K +266 +64%
SPIA
635
Steward Partners Investment Advisory
New York
$76.6K – – –
IUHSA
636
Itau Unibanco Holding S.A.
Brazil
$76.3K -$73.8K -669 -50%
EI
637
Ellevest Inc
New York
$75.3K -$12.8K -116 -15%
LC
638
Lindbrook Capital
California
$73.8K +$33K +299 +83%
PFBT
639
Parkside Financial Bank & Trust
Missouri
$73.5K +$11.9K +108 +20%
IG
640
ING Group
Netherlands
$60.8K -$411K -3,726 -87%
CT
641
Colonial Trust
South Carolina
$60.2K – – –
SSG
642
Summit Securities Group
New York
$59K +$27.5K +249 +89%
WWM
643
Wolff Wiese Magana
California
$57.2K +$552 +5 +1%
LFG
644
Larson Financial Group
Missouri
$56.1K – – –
KFP
645
KB Financial Partners
New Jersey
$56K -$4.3K -39 -7%
HWA
646
Heritage Wealth Advisors
Virginia
$55.9K -$17.9K -162 -25%
RWM
647
Raffa Wealth Management
District of Columbia
$50.3K – – –
TFM
648
TFC Financial Management
Massachusetts
$47.7K – – –
NA
649
NewEdge Advisors
Louisiana
$47.6K -$168K -1,522 -78%
AIP
650
Ahrens Investment Partners
Louisiana
$47.6K +$46.8K +424 New