We are live on ! Find out more
BCS icon

Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
201
Quantitative Investment Management
Virginia
$662K +$589K +35,611 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$657K +$220K +13,294 +60%
RWP
203
RWA Wealth Partners
Massachusetts
$654K +$582K +35,170 New
AWA
204
Aaron Wealth Advisors
Illinois
$634K +$32.5K +1,963 +6%
Truist Financial
205
Truist Financial
North Carolina
$618K -$6.27K -379 -1%
BP
206
Ballentine Partners
Massachusetts
$617K +$27.4K +1,658 +5%
BWM
207
Baron Wealth Management
Michigan
$612K +$14.7K +888 +3%
IC
208
IEQ Capital
California
$609K +$97.3K +5,881 +22%
IC
209
Iconiq Capital
California
$609K +$89.1K +5,385 +20%
AAS
210
Avantax Advisory Services
Texas
$593K +$31.3K +1,892 +6%
DAS
211
Diversify Advisory Services
Utah
$583K +$105K +6,369 +29%
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$580K +$34.1K +2,061 +7%
FC
213
Farringdon Capital
United Kingdom
$565K +$503K +30,405 New
DWT
214
Dorsey & Whitney Trust
South Dakota
$564K -$87.9K -5,314 -15%
PCS
215
Personal CFO Solutions
New Jersey
$552K +$21.4K +1,293 +5%
GCM
216
Gallacher Capital Management
Colorado
$552K -$65.9K -3,985 -12%
BIG
217
Brooklyn Investment Group
New York
$540K +$170K +10,298 +55%
P
218
&Partners
Tennessee
$535K +$167K +10,093 +54%
NP
219
Nilsine Partners
Colorado
$529K +$579 +35 +0.1%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$524K -$120K -7,224 -20%
HH
221
Hilltop Holdings
Texas
$512K -$43.7K -2,642 -9%
Corient Private Wealth
222
Corient Private Wealth
Florida
$502K -$629K -38,004 -58%
BA
223
Bridgewater Advisors
New York
$498K -$1.97K -119 -0.5%
DA
224
Denali Advisors
California
$496K -$1.06K -64 -0.2%
SWP
225
Sagespring Wealth Partners
Tennessee
$493K +$17.9K +1,083 +4%