We are live on ! Find out more
CXDO icon

Crexendo

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.31M -$50.8K -18,000 -3%
BA
2
Bard Associates
Illinois
$1.24M +$11.7K +4,150 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$936K +$9.88K +3,500 +0.9%
EIM
4
Essex Investment Management
Massachusetts
$486K +$91.9K +32,572 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$225K
OGF
6
Orin Green Financial
California
$117K
IA
7
IFP Advisors
Florida
$99K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$58K
GWS
9
Glassman Wealth Services
Virginia
$51K +$59.7K +21,134 New
BlackRock
10
BlackRock
New York
$43K -$1.43K -505 -3%
Northern Trust
11
Northern Trust
Illinois
$40K
State Street
12
State Street
Massachusetts
$30K
TSS
13
Two Sigma Securities
New York
$29K +$34K +12,034 New
Simplex Trading
14
Simplex Trading
Illinois
$4K +$5.46K +1,936 New
UBS Group
15
UBS Group
Switzerland
$1K -$6.11K -2,166 -79%
PAG
16
Private Advisor Group
New Jersey
-$34K -11,000 Closed
TCWM
17
Total Clarity Wealth Management
Illinois
-$6K -1,923 Closed
GWM
18
Geneos Wealth Management
Colorado
-$2K -666 Closed
Wells Fargo
19
Wells Fargo
California
-$14 -5 -7%
Morgan Stanley
20
Morgan Stanley
New York
+$3 +1 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
+$181 +64 New
Barclays
22
Barclays
United Kingdom
+$246 +87 New