We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
701
Washington Trust Bank
Washington
$379K -$9.03K -38 -2%
PTC
702
Private Trust Company
Ohio
$378K -$12.6K -53 -3%
Moneta Group Investment Advisors
703
Moneta Group Investment Advisors
Missouri
$376K +$6.89K +29 +2%
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$376K – – –
OF
705
Optimize Financial
California
$373K -$2.38K -10 -0.6%
SPA
706
Shore Point Advisors
New Jersey
$366K – – –
AIM
707
Anchor Investment Management
South Carolina
$365K – – –
Guggenheim Capital
708
Guggenheim Capital
Illinois
$363K +$24.5K +103 +7%
CWMK
709
Caliber Wealth Management (Kansas)
Kansas
$361K +$1.19K +5 +0.3%
AE Wealth Management
710
AE Wealth Management
Kansas
$361K +$58.5K +246 +20%
SCM
711
Stonehearth Capital Management
Massachusetts
$360K – – –
Equitable Holdings
712
Equitable Holdings
New York
$360K +$97.2K +409 +38%
Chicago Partners Investment Group
713
Chicago Partners Investment Group
Illinois
$359K +$41.8K +176 +13%
Profund Advisors
714
Profund Advisors
Maryland
$357K +$59.4K +250 +21%
TD Waterhouse Canada
715
TD Waterhouse Canada
Ontario, Canada
$357K +$11.9K +50 +4%
IIM
716
Ipswich Investment Management
Massachusetts
$356K -$5.94K -25 -2%
Apella Capital
717
Apella Capital
Connecticut
$356K +$2.61K +11 +0.7%
GC
718
Gilbert & Cook
Iowa
$355K +$6.42K +27 +2%
Quotient Wealth Partners
719
Quotient Wealth Partners
Texas
$354K -$3.56K -15 -1%
TIA
720
Traphagen Investment Advisors
New Jersey
$351K – – –
Raiffeisen Bank International
721
Raiffeisen Bank International
Austria
$350K – – –
RT
722
Rockland Trust
Massachusetts
$349K – – –
AM
723
Atwater Malick
Pennsylvania
$349K +$58K +244 +20%
Dynamic Advisor Solutions
724
Dynamic Advisor Solutions
Arizona
$348K -$8.56K -36 -2%
TPI
725
Trust Point Inc
Wisconsin
$346K -$123K -518 -27%