We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
301
Coastline Trust
Rhode Island
$212K +$197K +6,310 New
RJT
302
Raymond James Trust
Florida
$212K +$197K +6,322 New
AWM
303
AE Wealth Management
Kansas
$210K +$195K +6,253 New
LCC
304
Lincoln Capital Corp
Rhode Island
$208K +$193K +6,190 New
KPWS
305
Kestra Private Wealth Services
Texas
$201K +$187K +6,000 New
KFI
306
Key Financial Inc
Pennsylvania
$179K
IUHSA
307
Itau Unibanco Holding S.A.
Brazil
$179K +$79.7K +2,559 +91%
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$167K -$20.4K -656 -12%
Lazard Asset Management
309
Lazard Asset Management
New York
$158K +$148K +4,743 New
POIA
310
Pin Oak Investment Advisors
Texas
$142K
CA
311
Cornerstone Advisory
Maryland
$139K +$129K +4,142 New
AF
312
Allworth Financial
California
$138K +$4.08K +131 +3%
MC
313
Maverick Capital
Texas
$122K -$955K -30,668 -89%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$120K +$80.2K +2,573 +257%
GWM
315
Geneos Wealth Management
Colorado
$106K -$1.25K -40 -1%
CWS
316
Confluence Wealth Services
Pennsylvania
$105K +$97.9K +3,144 New
C
317
Covestor
United Kingdom
$104K +$96.5K +3,097 New
WTC
318
WhitTier Trust Company
Nevada
$100K
SOW
319
State of Wyoming
Wyoming
$98K +$91.1K +2,925 New
SWM
320
Spire Wealth Management
Virginia
$95K +$4.36K +140 +5%
MAM
321
Meeder Asset Management
Ohio
$94K -$339K -10,885 -80%
CA
322
CoreCap Advisors
Michigan
$90K +$83.4K +2,678 New
HIA
323
Harbor Investment Advisory
Maryland
$89K +$7.13K +229 +9%
CG
324
Cutler Group
California
$87K -$58K -1,863 -42%
HFM
325
Hartford Financial Management
Connecticut
$86K