We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
901
Haverford Trust Company
Pennsylvania
$127K +$129K +11,433 New
IWC
902
Integrated Wealth Concepts
Massachusetts
$126K -$23.3K -2,061 -15%
PHAM
903
Palisades Hudson Asset Management
Florida
$126K
SAM
904
Summit Asset Management
Tennessee
$126K
JWA
905
JFS Wealth Advisors
Pennsylvania
$126K +$857 +76 +0.7%
P
906
Pitcairn
Pennsylvania
$125K -$44.3K -3,925 -26%
PCA
907
Personal Capital Advisors
California
$125K +$12K +1,067 +10%
SCM
908
Stonebridge Capital Management
California
$124K -$11.3K -1,000 -8%
PWLP
909
Prio Wealth Limited Partnership
Massachusetts
$124K
AL
910
Aspiriant LLC
California
$124K +$2.01K +178 +2%
Cerity Partners
911
Cerity Partners
New York
$124K +$4.18K +371 +3%
RG
912
Rathbones Group
United Kingdom
$124K +$11.3K +1,000 +10%
Twin Tree Management
913
Twin Tree Management
Texas
$124K +$127K +11,218 New
SRC
914
Shufro Rose & Co
New York
$123K -$51.5K -4,566 -29%
AB
915
Atlas Brown
Kentucky
$123K +$79 +7 +0.1%
LIA
916
LBMC Investment Advisors
Tennessee
$123K +$1.62K +144 +1%
CONA
917
Capital One National Association
New York
$122K -$55.4K -4,909 -31%
CWM
918
Circle Wealth Management
New Jersey
$122K +$1.04K +92 +0.8%
KFGK
919
Keystone Financial Group (Kentucky)
Kentucky
$122K +$10.6K +942 +9%
LSAG
920
Lake Street Advisors Group
New Hampshire
$121K +$6.1K +541 +5%
BIA
921
Bigelow Investment Advisors
Maine
$121K +$124K +10,965 New
TCOV
922
Trust Company of Vermont
Vermont
$120K -$120K -10,670 -50%
AIM
923
Aspen Investment Management
Michigan
$120K -$21.4K -1,900 -15%
WSFS
924
Wilmington Savings Fund Society
Delaware
$120K +$5.25K +465 +4%
EWA
925
Exencial Wealth Advisors
Oklahoma
$119K -$62.5K -5,541 -34%