We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
501
Virtus Investment Advisers
Connecticut
$766K -$167K -4,871 -18%
FB
502
Fulton Bank
Pennsylvania
$754K +$178K +5,203 +32%
GHA
503
Garcia Hamilton & Associates
Texas
$745K -$399K -11,674 -35%
AP
504
Appleton Partners
Massachusetts
$731K -$102K -2,987 -12%
WIM
505
Waverton Investment Management
United Kingdom
$731K +$86.5K +2,529 +14%
WCM
506
Wunderlich Capital Managemnt
Tennessee
$715K -$11.6K -340 -2%
SLF
507
Sun Life Financial
Ontario, Canada
$711K +$695K +20,318 +112,878%
AP
508
Advisor Partners
California
$707K +$19.4K +567 +3%
TFA
509
Transamerica Financial Advisors
Florida
$702K +$686K +20,058 +69,166%
WA1
510
Wimmer Associates 1
California
$701K
IFS
511
Ifrah Financial Services
Arkansas
$700K +$11.5K +335 +2%
W
512
Wealthfront
California
$690K +$81.6K +2,384 +14%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$684K -$8.96K -262 -1%
MSFP
514
Mark Sheptoff Financial Planning
Connecticut
$674K -$34 -1 -0%
RMDI
515
R.M. Davis Inc
Maine
$670K +$246K +7,200 +60%
IUHSA
516
Itau Unibanco Holding S.A.
Brazil
$669K +$551K +16,111 +526%
IFWM
517
Institute for Wealth Management
Colorado
$668K +$662K +19,333 New
Jane Street
518
Jane Street
New York
$666K -$1.09M -31,777 -62%
GIA
519
GHP Investment Advisors
Colorado
$663K +$31.7K +925 +5%
OAC
520
OMERS Administration Corp
Ontario, Canada
$653K +$44.5K +1,300 +7%
CPA
521
Clear Perspective Advisors
Illinois
$634K -$2.05K -60 -0.3%
1SB
522
1ST Source Bank
Indiana
$632K -$18.3K -536 -3%
DADC
523
D.A. Davidson & Co
Montana
$626K -$32.5K -950 -5%
HHMI
524
Howard Hughes Medical Institute
Maryland
$623K +$145K +4,249 +31%
PRS
525
Pinkerton Retirement Specialists
Idaho
$623K +$611K +17,851 New