We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
351
Independent Financial Group
California
$556K -$79.6K -1,270 -11%
TI
352
Tidal Investments
Wisconsin
$552K +$93.1K +1,485 +17%
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$551K -$123K -1,965 -16%
KeyBank National Association
354
KeyBank National Association
Ohio
$551K +$284K +4,535 +79%
FCA
355
FinTrust Capital Advisors
South Carolina
$545K +$126K +2,007 +22%
CNC
356
Canandaigua National Corp
New York
$543K -$5.77K -92 -0.9%
HT
357
HAP Trading
New York
$540K -$4.95K -79 -0.8%
NW
358
NewEdge Wealth
Pennsylvania
$539K -$127K -2,022 -17%
CA
359
Cetera Advisors
Colorado
$539K -$21.4K -341 -3%
CUAMC
360
China Universal Asset Management Company
China
$535K
QFA
361
Quattro Financial Advisors
Texas
$535K
DC
362
Davenport & Co
Virginia
$533K +$4.08K +65 +0.7%
HPWM
363
Highland Private Wealth Management
Washington
$522K +$612K +9,754 New
SCP
364
Stamos Capital Partners
California
$518K +$369K +5,880 +155%
Vanguard Personalized Indexing Management
365
Vanguard Personalized Indexing Management
California
$517K +$35.2K +562 +6%
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K -$1.25K -20 -0.2%
SFG
367
Synergy Financial Group
California
$504K
USCWA
368
U.S. Capital Wealth Advisors
Texas
$501K -$170K -2,710 -22%
FIA
369
Foundations Investment Advisors
Arizona
$497K +$385K +6,139 +194%
RAM
370
Redmond Asset Management
Virginia
$495K +$76.9K +1,227 +15%
WI
371
WrapManager Inc
California
$493K -$46.3K -738 -7%
EOJOAM
372
E. Ohman J:or Asset Management
Sweden
$492K
PP
373
PDT Partners
New York
$487K +$571K +9,100 New
BG
374
Bollard Group
Massachusetts
$484K
LNWWM
375
Laird Norton Wetherby Wealth Management
California
$481K +$215K +3,423 +61%