We are live on ! Find out more
BABA icon

Alibaba

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
776
Dorsey & Whitney Trust
South Dakota
$819K +$152K +1,160 +34%
HW
777
Hancock Whitney
Mississippi
$816K +$598K +4,563 New
LFA
778
Legacy Financial Advisors
Kentucky
$815K +$597K +4,557 New
FFA
779
Fragasso Financial Advisors
Pennsylvania
$809K -$28.3K -216 -5%
KWA
780
Kingswood Wealth Advisors
California
$805K -$32.4K -247 -5%
OFO
781
OneAscent Family Office
Alabama
$802K +$78.4K +598 +15%
FSA
782
Financial Security Advisor
Virginia
$801K +$14.8K +113 +3%
HGA
783
Hobbs Group Advisors
South Carolina
$793K +$33.4K +255 +6%
NL
784
NWAM LLC
Washington
$787K +$582K +4,439 New
BL
785
Balentine LLC
Georgia
$786K -$183K -1,398 -24%
NG
786
Northstar Group
New York
$784K +$4.59K +35 +0.8%
TFP
787
TrueWealth Financial Partners
Washington
$779K +$9.83K +75 +2%
FCH
788
Freestone Capital Holdings
Washington
$779K +$571K +4,361 New
Envestnet Portfolio Solutions
789
Envestnet Portfolio Solutions
Illinois
$776K -$183K -1,400 -24%
SGI
790
Summit Global Investments
Utah
$774K -$427K -3,258 -43%
Brown Advisory
791
Brown Advisory
Maryland
$772K -$51.2K -391 -8%
BHB
792
Bank Hapoalim BM
Israel
$772K -$77.6K -592 -12%
OWM
793
Orca Wealth Management
Florida
$770K +$565K +4,311 New
EW
794
Elyxium Wealth
California
$767K +$10.1K +77 +2%
AWM
795
Apollon Wealth Management
South Carolina
$762K +$250K +1,911 +81%
S
796
SimplyRich
California
$761K -$131K -999 -19%
CSIC
797
Clifford Swan Investment Counsel
California
$760K
BA
798
Bridgewater Advisors
New York
$760K +$82.3K +628 +16%
CGPCS
799
Capital Group Private Client Services
California
$760K -$32.8K -250 -6%
CFO
800
Callan Family Office
Pennsylvania
$758K -$242K -1,847 -30%