We are live on ! Find out more
BCS icon

Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$107K +$661 +51 +0.6%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$96.6K -$5.88K -454 -6%
AF
303
Allworth Financial
California
$87K +$16.6K +1,283 +27%
GRP
304
Global Retirement Partners
California
$85.2K +$61.8K +4,772 +291%
FA
305
Fedenia Advisers
Wisconsin
$74.5K +$72.7K +5,608 New
PTC
306
Private Trust Company
Ohio
$74.4K +$3.07K +237 +4%
HCP
307
Hexagon Capital Partners
Arkansas
$71.6K +$9.91K +765 +17%
SS
308
SBI Securities
Japan
$71.2K +$69.4K +5,360 New
PAM
309
Paradigm Asset Management
New York
$66.5K -$9.07K -700 -12%
AAP
310
Arax Advisory Partners
Colorado
$56.7K -$363 -28 -0.7%
WT
311
Whittier Trust
California
$52.5K +$4.15K +320 +9%
FFA
312
Farther Finance Advisors
California
$50K +$13.1K +1,011 +37%
WA
313
WPG Advisers
Maryland
$47.6K +$46.4K +3,584 New
VCM
314
Versant Capital Management
Arizona
$44.5K +$43.4K +3,346 New
IA
315
IFP Advisors
Florida
$41.2K +$3.96K +306 +11%
PH
316
Pinnacle Holdings
Oklahoma
$41K -$531 -41 -1%
TPCW
317
TD Private Client Wealth
New York
$38.8K +$21.7K +1,678 +136%
SO
318
Sierra Ocean
California
$38.5K +$37.5K +2,896 New
RIL
319
Rothschild Investment LLC
Illinois
$36.1K -$3.93K -303 -10%
EDRH
320
Edmond de Rothschild Holding
Switzerland
$35.9K
ZB
321
Zions Bancorporation
Utah
$34.8K -$4.99K -385 -13%
CA
322
Continuum Advisory
Idaho
$34.3K -$376 -29 -1%
AWM
323
Activest Wealth Management
Florida
$33.2K +$32.3K +2,495 New
HIIFS
324
Harel Insurance Investments & Financial Services
Israel
$27K
BIG
325
Brooklyn Investment Group
New York
$25.9K +$25.2K +1,945 New