We are live on ! Find out more
HDB icon

HDFC Bank
HDB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
501
Portside Wealth Group
Utah
$285K -$54.3K -1,508 -16%
SWM
502
Spire Wealth Management
Virginia
$280K -$10.4K -289 -4%
DWT
503
Dorsey & Whitney Trust
South Dakota
$273K -$74.6K -2,073 -22%
PAM
504
Panagora Asset Management
Massachusetts
$272K – – –
WANY
505
Wealthspire Advisors (New York)
New York
$271K +$201K +5,600 +310%
MA
506
MJP Associates
Connecticut
$264K +$23.6K +657 +10%
RP
507
Riverbridge Partners
Minnesota
$261K – – –
RA
508
Riversedge Advisors
Delaware
$258K +$30.7K +854 +14%
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$257K +$11.3K +315 +5%
CIM
510
Confluence Investment Management
Missouri
$252K – – –
EWM
511
Empirical Wealth Management
Washington
$251K -$481K -13,367 -66%
IC
512
Inscription Capital
Texas
$251K +$6.66K +185 +3%
BWA
513
Basecamp Wealth Advisors
Washington
$249K +$246K +6,827 New
HSA
514
HBK Sorce Advisory
Pennsylvania
$246K -$7.45K -207 -3%
ES
515
Eagle Strategies
New York
$242K +$239K +6,633 New
MFG
516
Merit Financial Group
Georgia
$242K +$3.63K +101 +2%
IB
517
Intrust Bank
Kansas
$242K +$10.4K +289 +5%
GT
518
Greenleaf Trust
Michigan
$242K +$238K +6,613 New
HH
519
Hilltop Holdings
Texas
$241K -$5.83K -162 -2%
UB
520
UMB Bank
Missouri
$240K +$6.91K +192 +3%
KP
521
Keel Point
Alabama
$239K -$396 -11 -0.2%
BWM
522
Baron Wealth Management
Michigan
$236K – – –
MG
523
Mather Group
Illinois
$234K +$1.01K +28 +0.4%
WBC
524
Westpac Banking Corp
Australia
$234K -$6.55K -182 -3%
PCS
525
Personal CFO Solutions
New Jersey
$234K +$6.76K +188 +3%
19 20
21
22 23