We are live on ! Find out more
DOCU

DocuSign
DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
551
Zynergy Retirement Planning
New Jersey
$34.6K – – –
LC
552
Lindbrook Capital
California
$33.1K +$5.21K +93 +21%
BIG
553
Brooklyn Investment Group
New York
$32.7K +$29.5K +527 New
PTC
554
Private Trust Company
Ohio
$32K – – –
CPG
555
Cornerstone Planning Group
New Jersey
$30.4K -$56 -1 -0.2%
IUHSA
556
Itau Unibanco Holding S.A.
Brazil
$27.5K +$24.8K +443 New
BTC
557
Bank & Trust Company
Illinois
$26.3K -$1.06K -19 -4%
TWC
558
TD Waterhouse Canada
Ontario, Canada
$25.4K -$10.9K -195 -32%
NSIM
559
North Star Investment Management
Illinois
$25.2K – – –
AWM
560
Avior Wealth Management
Nebraska
$24.6K -$5.83K -104 -21%
AA
561
Ancora Advisors
Ohio
$23.9K – – –
PLU
562
Performa Ltd (US)
South Carolina
$22.4K – – –
FIA
563
FNY Investment Advisers
New York
$21K +$19.6K +350 New
GM
564
GeoWealth Management
Illinois
$19.6K +$17.7K +316 New
NI
565
NCP Inc
California
$18.6K – – –
SC
566
Swan Capital
Florida
$18.6K – – –
TRCT
567
Tower Research Capital (TRC)
New York
$17.7K -$331K -5,903 -95%
CA
568
Continuum Advisory
Idaho
$17.3K +$673 +12 +6%
RA
569
Rise Advisors
New York
$17K -$12.4K -222 -45%
WWP
570
WR Wealth Planners
Missouri
$17K -$392 -7 -2%
HFS
571
Hantz Financial Services
Michigan
$17K -$560 -10 -4%
AWM
572
Activest Wealth Management
Florida
$16.7K – – –
PP
573
Pacifica Partners
Canada
$16.5K +$6.72K +120 +83%
AAM
574
Advisors Asset Management
Colorado
$16.3K +$14.7K +262 New
CWM
575
CarsonAllaria Wealth Management
Illinois
$15.8K – – –
21 22
23
24 25