We are live on ! Find out more
BCS icon

Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
201
Brown Advisory
Maryland
$995K +$893K +37,041 New
NP
202
Nilsine Partners
Colorado
$994K -$6.44K -267 -0.7%
ECM
203
Evergreen Capital Management
Washington
$992K -$1.75M -72,586 -66%
BTI
204
Blue Trust Inc
Georgia
$970K -$280K -11,602 -24%
RWP
205
RWA Wealth Partners
Massachusetts
$961K -$7.28K -302 -0.8%
MWM
206
Manske Wealth Management
Texas
$951K -$8.51K -353 -1%
Truist Financial
207
Truist Financial
North Carolina
$947K +$62.8K +2,605 +8%
SC
208
Syon Capital
California
$931K +$10.9K +454 +1%
BP
209
Ballentine Partners
Massachusetts
$927K +$8.1K +336 +1%
BWM
210
BKM Wealth Management
Wisconsin
$920K +$66.6K +2,762 +9%
William Blair Investment Management
211
William Blair Investment Management
Illinois
$915K -$152K -6,310 -16%
BMCM
212
Burns Matteson Capital Management
New York
$877K -$7.53K -312 -0.9%
DWT
213
Dorsey & Whitney Trust
South Dakota
$869K +$31.8K +1,318 +4%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$858K +$54.8K +2,271 +8%
PCS
215
Personal CFO Solutions
New Jersey
$838K -$3.38K -140 -0.4%
Franklin Resources
216
Franklin Resources
California
$823K -$98.4K -4,079 -12%
JFG
217
Jefferies Financial Group
New York
$822K +$10K +416 +1%
DWM
218
Dynasty Wealth Management
Florida
$807K -$35.7K -1,480 -5%
M&T Bank
219
M&T Bank
New York
$786K +$43.6K +1,808 +7%
OCA
220
OpenArc Corporate Advisory
Georgia
$783K +$422K +17,505 +150%
BFG
221
Bleakley Financial Group
New Jersey
$764K +$140K +5,824 +26%
FFA
222
Farther Finance Advisors
California
$748K +$81.5K +3,381 +14%
HWM
223
HB Wealth Management
Georgia
$743K +$23.1K +959 +4%
PHS
224
Pekin Hardy Strauss
Illinois
$740K +$12.1K +500 +2%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$728K -$265K -10,974 -29%