We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Edge Wealth Management
New York
$96K +$81K +4,170 New
LSA
227
Leonteq Securities AG
Switzerland
$88.5K -$3.46M -177,883 -98%
EVM
228
Eaton Vance Management
Massachusetts
$82K +$69.2K +3,563 New
HI
229
Harbour Investments
Wisconsin
$75K +$63.4K +3,262 New
IFAM
230
Institutional & Family Asset Management
Colorado
$66K +$55.9K +2,877 New
SAM
231
Shell Asset Management
Netherlands
$58K
PA
232
Parallel Advisors
California
$42K -$3.05K -157 -8%
SSB
233
Sandy Spring Bank
Maryland
$38K +$6.3K +324 +24%
BWA
234
BDO Wealth Advisors
Florida
$38K +$31.6K +1,625 New
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$37K +$31.5K +1,619 New
CA
236
Clearstead Advisors
Ohio
$32K +$26.9K +1,382 New
MCM
237
Manchester Capital Management
Vermont
$28K
Barrow, Hanley, Mewhinney & Strauss
238
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K -$4.9K -252 -18%
Bank Julius Baer & Co
239
Bank Julius Baer & Co
Switzerland
$25K -$525 -27 -2%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$21K
TWA
241
TCI Wealth Advisors
Arizona
$21K +$3.87K +199 +29%
CLOS
242
Compagnie Lombard Odier SCmA
Switzerland
$20K
RE
243
RBC Europe
United Kingdom
$19.9K
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$19K -$1.65K -85 -9%
SWM
245
Spire Wealth Management
Virginia
$17K +$14.6K +753 New
QCG
246
Quadrant Capital Group
Ohio
$16K
FWM
247
Focused Wealth Management
New York
$15K
TCWM
248
Total Clarity Wealth Management
Illinois
$14K +$11.7K +600 New
LAIC
249
Lederer & Associates Investment Counsel
California
$14K +$11.8K +606 New
BCA
250
Berman Capital Advisors
Georgia
$13K