We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthspire Advisors (New York)
851
Wealthspire Advisors (New York)
New York
$576K -$7.7K -26 -1%
MA
852
MONECO Advisors
Connecticut
$575K -$89.2K -301 -14%
Profund Advisors
853
Profund Advisors
Maryland
$569K -$115K -389 -18%
TIA
854
Tiemann Investment Advisors
California
$565K -$31.4K -106 -6%
Everett Harris & Co
855
Everett Harris & Co
California
$565K -$2.96K -10 -0.6%
PTC
856
Private Trust Company
Ohio
$564K +$13.6K +46 +3%
Haverford Trust Company
857
Haverford Trust Company
Pennsylvania
$563K +$30.2K +102 +6%
PEAK6 Investments
858
PEAK6 Investments
Illinois
$563K +$515K +1,739 New
Brookstone Capital Management
859
Brookstone Capital Management
Illinois
$563K -$54.8K -185 -10%
CWM
860
Concentric Wealth Management
California
$560K – – –
PB
861
Pinnacle Bancorp
Nebraska
$560K +$66.7K +225 +15%
ACP
862
Aviance Capital Partners
Florida
$558K +$4.44K +15 +0.9%
GTS Securities
863
GTS Securities
Florida
$553K +$506K +1,707 New
Bank Julius Baer & Co
864
Bank Julius Baer & Co
Switzerland
$552K -$29.9K -101 -7%
SIMG
865
Sonora Investment Management Group
Arizona
$548K +$889 +3 +0.2%
Smartleaf Asset Management
866
Smartleaf Asset Management
Massachusetts
$547K +$148K +499 +42%
WP
867
WMS Partners
Maryland
$546K +$167K +563 +50%
Harbour Investments
868
Harbour Investments
Wisconsin
$545K +$889 +3 +0.2%
Stratos Wealth Partners
869
Stratos Wealth Partners
Ohio
$545K -$22.8K -77 -4%
PFBT
870
Parkside Financial Bank & Trust
Missouri
$542K +$12.1K +41 +3%
Chilton Capital Management
871
Chilton Capital Management
Texas
$542K – – –
MCM
872
Mill Capital Management
North Carolina
$539K – – –
Venture Visionary Partners
873
Venture Visionary Partners
Ohio
$536K -$18.7K -63 -4%
NQWM
874
Northwest Quadrant Wealth Management
Oregon
$536K -$45.3K -153 -8%
TWM
875
Thrive Wealth Management
Pennsylvania
$533K -$9.18K -31 -2%