We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
76
Vanguard Personalized Indexing Management
California
$252K +$5.08K +225 +2%
QCG
77
Quadrant Capital Group
Ohio
$243K +$10.3K +455 +5%
CCA
78
Checchi Capital Advisers
California
$240K +$220K +9,729 New
CAM
79
Cresset Asset Management
Illinois
$214K +$196K +8,686 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$194K +$14.4K +636 +9%
EVM
81
Eaton Vance Management
Massachusetts
$150K +$137K +6,075 New
WT
82
Whittier Trust
California
$139K +$127K +5,617 New
JWA
83
JFS Wealth Advisors
Pennsylvania
$122K -$18K -797 -14%
TRCT
84
Tower Research Capital (TRC)
New York
$113K +$83.9K +3,715 +425%
VFA
85
Valeo Financial Advisors
Indiana
$68K -$11.2K -495 -15%
SWM
86
Spire Wealth Management
Virginia
$54K +$49.5K +2,194 New
Bessemer Group
87
Bessemer Group
New Jersey
$51K +$45.7K +2,024 +5,470%
GRP
88
Global Retirement Partners
California
$49K
LC
89
Lindbrook Capital
California
$49K +$6.75K +299 +18%
TPCW
90
TD Private Client Wealth
New York
$41K -$655 -29 -2%
JP Morgan Chase
91
JP Morgan Chase
New York
$32K -$1.06K -47 -4%
SPIA
92
Steward Partners Investment Advisory
New York
$31.5K
PA
93
Parallel Advisors
California
$17K -$2.91K -129 -16%
EFSCE
94
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$2.78K +123 +22%
FPS
95
Fieldpoint Private Securities
Connecticut
$15K +$1.69K +75 +14%
BFC
96
Bedel Financial Consulting
Indiana
$12K
PCG
97
Private Capital Group
Connecticut
$11K -$147K -6,510 -94%
Deutsche Bank
98
Deutsche Bank
Germany
$11K
ZB
99
Zions Bancorporation
Utah
$8K +$2.28K +101 +47%
JWM
100
Janiczek Wealth Management
Colorado
$8K +$3.05K +135 +74%