We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
401
Traphagen Investment Advisors
New Jersey
$214K +$43.4K +1,409 +29%
FI
402
FormulaFolio Investments
Michigan
$212K +$193K +6,250 New
MML Investors Services
403
MML Investors Services
Massachusetts
$210K +$191K +6,194 New
Greenleaf Trust
404
Greenleaf Trust
Michigan
$204K +$186K +6,019 New
Level Four Advisory Services
405
Level Four Advisory Services
Texas
$202K +$184K +5,960 New
Twin Tree Management
406
Twin Tree Management
Texas
$196K -$159K -5,157 -47%
AGF Investments Inc
407
AGF Investments Inc
Ontario, Canada
$194K -$230K -7,470 -57%
PMFA
408
Plante Moran Financial Advisors
Michigan
$187K +$586 +19 +0.3%
KBC Group
409
KBC Group
Belgium
$184K -$6.34M -205,557 -97%
EWM
410
Endurance Wealth Management
Rhode Island
$184K – – –
Lazard Asset Management
411
Lazard Asset Management
New York
$178K +$160K +5,189 +8,237%
Quadrant Capital Group
412
Quadrant Capital Group
Ohio
$173K +$1.11K +36 +0.7%
SignatureFD
413
SignatureFD
Georgia
$140K +$5.33K +173 +4%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$139K – – –
LGWM
415
Litman Gregory Wealth Management
California
$131K +$10.9K +352 +10%
Bartlett & Co
416
Bartlett & Co
Ohio
$129K – – –
Bartlett & Co Wealth Management
417
Bartlett & Co Wealth Management
Ohio
$129K – – –
PFBT
418
Parkside Financial Bank & Trust
Missouri
$102K +$5.52K +179 +6%
FMT
419
First Mercantile Trust
Tennessee
$97K +$2.44K +79 +3%
CFG
420
CKW Financial Group
Hawaii
$93K – – –
Cullen/Frost Bankers
421
Cullen/Frost Bankers
Texas
$87K – – –
MUFG Americas
422
MUFG Americas
New York
$84K +$493 +16 +0.6%
TD Private Client Wealth
423
TD Private Client Wealth
New York
$81.3K – – –
SWA
424
SOA Wealth Advisors
New York
$79K +$68K +2,204 New
JWM
425
Janiczek Wealth Management
Colorado
$77K +$56.8K +1,842 +421%