We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
Roberts Wealth Advisors
California
$2.65M +$128K +755 +5%
PAS
802
Park Avenue Securities
New York
$2.63M +$324K +1,908 +12%
VVP
803
Venture Visionary Partners
Ohio
$2.63M -$775K -4,571 -20%
LBC
804
Lawrence B. Cohen
$2.61M -$102K -600 -3%
MNBTD
805
Moody National Bank Trust Division
Texas
$2.61M -$12K -71 -0.4%
WAOTB
806
Wealth Advisors of Tampa Bay
Florida
$2.6M -$2.97M -17,523 -49%
S
807
Surevest
California
$2.6M +$238K +1,404 +8%
WPP
808
Whalerock Point Partners
Rhode Island
$2.59M +$133K +785 +5%
IWC
809
Integrated Wealth Concepts
Massachusetts
$2.59M -$378K -2,231 -11%
SIM
810
Stratos Investment Management
Ohio
$2.59M -$208K -1,227 -6%
MGP
811
Metis Global Partners
California
$2.58M +$233K +1,372 +8%
BONST
812
Bank of Nova Scotia Trust
Ontario, Canada
$2.54M +$272K +1,604 +10%
TFS
813
Thoroughbred Financial Services
Tennessee
$2.53M -$499K -2,945 -14%
LNC
814
Lincoln National Corp
Pennsylvania
$2.52M +$32.9K +194 +1%
PG
815
Pendal Group
Australia
$2.52M +$78K +460 +3%
PA
816
Proem Advisors
Texas
$2.52M +$2.97M +17,500 New
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$2.51M +$226K +1,330 +8%
CC
818
Cipher Capital
New York
$2.5M +$2.19M +12,910 +286%
CIM
819
Chapman Investment Management
California
$2.49M +$28.7K +169 +1%
ERWM
820
Elk River Wealth Management
Colorado
$2.49M +$96K +566 +3%
SF
821
Symphony Financial
Texas
$2.49M +$3.22K +19 +0.1%
LGF
822
LGT Group Foundation
Liechtenstein
$2.48M -$1.78M -10,468 -38%
V
823
Veritable
Delaware
$2.48M -$315K -1,855 -10%
HWM
824
Hohimer Wealth Management
Washington
$2.46M +$37.8K +223 +1%
YIH
825
Y-Intercept (HK)
Hong Kong
$2.46M +$1.79M +10,547 +161%
31 32
33
34 35