We are live on ! Find out more
EVTC icon

Evertec

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$5.91K – – –
IFAM
227
Institutional & Family Asset Management
Colorado
$5.8K – – –
SC
228
Solstein Capital
California
$5.33K – – –
TWA
229
TCI Wealth Advisors
Arizona
$5.26K – – –
TWC
230
TD Waterhouse Canada
Ontario, Canada
$4K +$4.21K +120 New
BWL
231
Bogart Wealth LLC
Virginia
$3.95K +$4.11K +117 New
BAM
232
Belpointe Asset Management
Nevada
$3.88K +$4.04K +115 New
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$3.64K – – –
CFB
234
Cullen/Frost Bankers
Texas
$3.04K +$3.16K +90 New
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.62K – – –
FFA
236
Farther Finance Advisors
California
$1.59K – – –
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.52K +$351 +10 +29%
GRP
238
Global Retirement Partners
California
$1.51K – – –
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$1.38K +$1.44K +41 New
QCG
240
Quadrant Capital Group
Ohio
$1.15K – – –
Lazard Asset Management
241
Lazard Asset Management
New York
$1K – – –
SFG
242
Steward Financial Group
Texas
$1K +$1.12K +32 +400%
EWA
243
EverSource Wealth Advisors
Alabama
$945 – – –
SC
244
Schubert & Co
Texas
$777 +$35 +1 +5%
AF
245
Advisornet Financial
Minnesota
$540 +$70 +2 +14%
CFGS
246
Concourse Financial Group Securities
Alabama
$472 -$492 -14 -50%
SIC
247
SJS Investment Consulting
Ohio
$372 – – –
DI
248
Disciplined Investments
Oklahoma
$371 +$105 +3 +38%
Boston Partners
249
Boston Partners
Massachusetts
– -$63.9M -1,972,071 Closed
IP
250
Interval Partners
New York
– -$2.39M -73,828 Closed