We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
651
Toth Financial Advisory
Virginia
$128K – – –
Arax Advisory Partners
652
Arax Advisory Partners
Colorado
$119K +$1.7K +10 +1%
HDIM
653
Hanson & Doremus Investment Management
Vermont
$117K – – –
NR
654
Newfound Research
Massachusetts
$117K +$26.7K +157 +29%
SAM
655
S.A. Mason
Michigan
$112K – – –
WhitTier Trust Company
656
WhitTier Trust Company
Nevada
$109K – – –
CF
657
Centaurus Financial
California
$104K – – –
Penserra Capital Management
658
Penserra Capital Management
California
$101K +$9.71K +57 +10%
DCM
659
Dupont Capital Management
Delaware
$100K -$100K -587 -49%
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K – – –
MUFG Americas
661
MUFG Americas
New York
$90K – – –
Parallel Advisors
662
Parallel Advisors
California
$84K +$8.18K +48 +10%
HCM
663
Highlander Capital Management
New Jersey
$83K – – –
WOC
664
West Oak Capital
California
$83K – – –
Bartlett & Co Wealth Management
665
Bartlett & Co Wealth Management
Ohio
$82.3K +$10.6K +62 +14%
LWA
666
Lowe Wealth Advisors
Maryland
$82K – – –
Bartlett & Co
667
Bartlett & Co
Ohio
$82K +$10.6K +62 +14%
T
668
TOBAM
France
$78K +$14.5K +85 +22%
BFG
669
Baron Financial Group
New Jersey
$73.8K – – –
CWP
670
Concord Wealth Partners
Virginia
$72K -$124K -731 -63%
Acadian Asset Management
671
Acadian Asset Management
Massachusetts
$72K – – –
Altshuler Shaham
672
Altshuler Shaham
Israel
$71K -$1.7K -10 -2%
DWA
673
Dougherty Wealth Advisers
Minnesota
$67K – – –
Smithfield Trust
674
Smithfield Trust
Pennsylvania
$67K – – –
SOW
675
State of Wyoming
Wyoming
$65K +$66.3K +389 New