We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
SG
626
Stonnington Group
California
$520K +$642K +2,768 New
ACM
627
AlphaCrest Capital Management
New York
$519K -$54.7K -236 -8%
DAS
628
Dynamic Advisor Solutions
Arizona
$518K -$124K -536 -17%
GWM
629
Geneos Wealth Management
Colorado
$517K -$113K -486 -17%
Lazard Asset Management
630
Lazard Asset Management
New York
$511K -$5.31M -22,885 -90%
PWM
631
Peterson Wealth Management
Nevada
$511K +$585K +2,524 New
GA
632
GoalVest Advisory
New York
$508K +$582K +2,510 New
BOC
633
Barbara Oil Co
Illinois
$507K
AT
634
Arden Trust
Delaware
$505K +$579K +2,495 New
PFO
635
Pathstone Family Office
New Jersey
$504K +$44.1K +190 +8%
SDH
636
Sloy Dahl & Holst
Washington
$502K +$575K +2,480 New
GEA
637
Glen Eagle Advisors
New Jersey
$491K +$29.7K +128 +6%
SMFG
638
Sumitomo Mitsui Financial Group
Japan
$491K -$2.95M -12,714 -84%
JIC
639
Joel Isaacson & Co
New York
$491K -$63.8K -275 -10%
PWM
640
Perigon Wealth Management
California
$487K +$312K +1,344 +127%
RWB
641
RMR Wealth Builders
New Jersey
$484K +$243K +1,047 +78%
WTC
642
WhitTier Trust Company
Nevada
$481K
G
643
Gainplan
Michigan
$481K +$181K +780 +48%
3F
644
360 Financial
Minnesota
$480K -$51K -220 -8%
F
645
F3Logic
Minnesota
$474K -$34.8K -150 -6%
OWA
646
Octavia Wealth Advisors
Ohio
$470K +$538K +2,320 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
647
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$467K -$291K -1,255 -35%
WMA
648
Wealth Management Associates
New Jersey
$465K +$142K +612 +36%
SCA
649
Snowden Capital Advisors
New York
$465K +$58.7K +253 +12%
TC
650
Truvestments Capital
Florida
$459K +$90.7K +391 +21%