We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Freestone Capital Holdings
901
Freestone Capital Holdings
Washington
$296K -$887 -19 -0.3%
TD Private Client Wealth
902
TD Private Client Wealth
New York
$295K -$320K -6,867 -48%
WIC
903
Wilkins Investment Counsel
Massachusetts
$294K – – –
HA
904
Herold Advisors
New York
$292K -$9.19K -197 -3%
Evercore Wealth Management
905
Evercore Wealth Management
New York
$291K +$607 +13 +0.2%
Park National Corp
906
Park National Corp
Ohio
$291K -$79.6K -1,705 -19%
CI
907
Cigna Investments
Connecticut
$291K – – –
SF
908
Symphony Financial
Texas
$289K -$31K -664 -9%
Laird Norton Wetherby Wealth Management
909
Laird Norton Wetherby Wealth Management
California
$289K -$150K -3,208 -31%
ECG
910
Edge Capital Group
Georgia
$286K -$11.8K -252 -3%
CF
911
Centaurus Financial
California
$286K -$36.8K -788 -10%
Smithfield Trust
912
Smithfield Trust
Pennsylvania
$286K -$16.7K -357 -5%
NFG
913
Nations Financial Group
Iowa
$286K -$83.1K -1,781 -20%
BWM
914
BigSur Wealth Management
Florida
$286K – – –
APW
915
Austin Private Wealth
Texas
$283K +$97.1K +2,081 +42%
BBNA
916
Bremer Bank National Association
Minnesota
$283K -$1.4K -30 -0.4%
Jefferies Financial Group
917
Jefferies Financial Group
New York
$283K -$304K -6,510 -48%
HBK Sorce Advisory
918
HBK Sorce Advisory
Pennsylvania
$281K -$35.1K -753 -10%
AWA
919
Acorn Wealth Advisors
Michigan
$279K +$23.7K +508 +8%
4A
920
4Wealth Advisors
Illinois
$279K +$325K +6,956 New
Quadrant Capital Group
921
Quadrant Capital Group
Ohio
$278K -$8.45K -181 -3%
DP
922
Dearborn Partners
Illinois
$278K -$17.7K -380 -5%
BBI
923
Baxter Bros Inc
Connecticut
$277K -$175K -3,747 -35%
Lazard Asset Management
924
Lazard Asset Management
New York
$277K -$25.1K -539 -7%
Exencial Wealth Advisors
925
Exencial Wealth Advisors
Oklahoma
$276K -$8.77K -188 -3%