We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
501
Toronto Dominion Bank
Ontario, Canada
$76K -$215K -4,424 -75%
LWM
502
Lenox Wealth Management
Ohio
$72K -$16.6K -343 -20%
FANJ
503
Financial Architects (New Jersey)
New Jersey
$68K +$63.8K +1,316 New
PAM
504
PartnerRe Asset Management
Connecticut
$67K – – –
BWP
505
Baldwin Wealth Partners
Massachusetts
$66K +$61.4K +1,266 New
KT
506
Kanaly Trust
Texas
$64K – – –
TWMP
507
Taylor Wealth Management Partners
Massachusetts
$64K – – –
FIB
508
First Interstate Bank
Montana
$64K +$48K +991 +400%
NYLT
509
New York Life Trust
New York
$63K -$2.04K -42 -3%
PAIA
510
Park Avenue Institutional Advisers
New York
$63K -$1.6K -33 -3%
WA
511
WFG Advisors
Texas
$59K +$53.6K +1,106 +4,608%
NIPH
512
NN Investment Partners Holdings
Netherlands
$58K +$54K +1,113 New
VNA
513
Valley National Advisers
Pennsylvania
$57K – – –
TAF
514
Tredje AP-fonden
Sweden
$57K +$52.2K +1,077 New
FFC
515
First Financial Corp
Indiana
$56K – – –
JIC
516
Joel Isaacson & Co
New York
$51K – – –
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K -$55.2K -1,139 -54%
MCM
518
Manchester Capital Management
Vermont
$50K – – –
IIM
519
Ipswich Investment Management
Massachusetts
$50K +$48K +990 New
HHMI
520
Howard Hughes Medical Institute
Maryland
$47K +$43.4K +895 New
PFBT
521
Parkside Financial Bank & Trust
Missouri
$45K -$388 -8 -0.9%
DAM
522
Delta Asset Management
Tennessee
$45K – – –
PCTC
523
Perkins Coie Trust Company
Washington
$45K – – –
MCA
524
Mercer Capital Advisers
New Jersey
$45K +$48 +1 +0.1%
NFG
525
Next Financial Group
Texas
$44K – – –