We are live on ! Find out more
FDS icon

Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
651
Hilltop National Bank
Wyoming
$68.2K +$69.9K +150 New
AF
652
Allworth Financial
California
$64.5K +$9.79K +21 +17%
LAM
653
Lummis Asset Management
Texas
$63.6K – – –
CTC
654
Central Trust Company
Missouri
$57.7K -$13.1K -28 -18%
TC
655
Trust Company
Kansas
$49.1K +$50.4K +108 New
TPCW
656
TD Private Client Wealth
New York
$48.2K – – –
FRA
657
Front Row Advisors
California
$48.2K +$49.4K +106 New
CWM
658
Compass Wealth Management
Connecticut
$46.8K – – –
CFO
659
CVA Family Office
Colorado
$46.8K – – –
PFPT
660
Pinnacle Financial Partners (Tennessee)
Tennessee
$45.4K -$199K -427 -81%
AA
661
Alta Advisers
United Kingdom
$45.4K – – –
FCT
662
First Community Trust
Iowa
$45.4K – – –
ST
663
Smithfield Trust
Pennsylvania
$44K – – –
WTA
664
Washington Trust Advisors
Massachusetts
$41.8K – – –
EBA
665
Eagle Bay Advisors
New York
$40K +$3.73K +8 +10%
CT
666
Colonial Trust
South Carolina
$37.7K +$22.8K +49 +144%
BTI
667
Blue Trust Inc
Georgia
$37.3K -$107K -229 -74%
BWL
668
Bogart Wealth LLC
Virginia
$36.8K – – –
TSWM
669
Tyler-Stone Wealth Management
Ohio
$36.8K – – –
DIP
670
DT Investment Partners
Pennsylvania
$36.4K – – –
HFM
671
Hartford Financial Management
Connecticut
$34.1K – – –
QC
672
Quent Capital
New York
$33.9K +$2.33K +5 +7%
PMFA
673
Plante Moran Financial Advisors
Michigan
$31.8K +$32.6K +70 New
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$30.4K -$1.86K -4 -6%
M
675
MOTCO
Texas
$30.4K – – –
25 26
27
28 29