We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$96K +$1.12K +152 +1%
AF
302
Allworth Financial
California
$88K
IR
303
Invictus RG
Bermuda
$79K +$75.2K +10,224 New
Creative Planning
304
Creative Planning
Kansas
$64K +$12.5K +1,704 +26%
AAP
305
Arax Advisory Partners
Colorado
$63K -$3.88K -528 -6%
KBC Group
306
KBC Group
Belgium
$62K
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$59K +$2.35K +320 +4%
AssetMark Inc
308
AssetMark Inc
California
$59K +$109K +14,768 New
IA
309
IFP Advisors
Florida
$57K -$1.24K -168 -2%
LA
310
Legacy Advisors
Pennsylvania
$50K
SEI Investments
311
SEI Investments
Pennsylvania
$50K
SAM
312
Solaris Asset Management
New York
$42K +$33K +4,488 +492%
BBHC
313
Brown Brothers Harriman & Co
New York
$41K
WTC
314
WhitTier Trust Company
Nevada
$32K
FANJ
315
Financial Architects (New Jersey)
New Jersey
$27K
CTC
316
Central Trust Company
Missouri
$17K -$29.4K -4,000 -64%
PCP
317
Proficio Capital Partners
Massachusetts
$17K +$24.1K +3,280 +256%
TWA
318
TCI Wealth Advisors
Arizona
$14K -$59 -8 -0.5%
First Manhattan
319
First Manhattan
New York
$14K
LNB
320
Ledyard National Bank
$14K
GAM
321
Gemmer Asset Management
California
$13K
SFG
322
SNS Financial Group
Minnesota
$13K +$12.5K +1,696 New
SIM
323
Sonora Investment Management
Arizona
$12.4K
HIIFS
324
Harel Insurance Investments & Financial Services
Israel
$11K +$10K +1,360 New
AIL
325
AGF Investments LLC
Ontario, Canada
$10K -$1.18K -160 -11%