We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FT
226
Fiduciary Trust
Massachusetts
$184K +$52.8K +7,758 +51%
DC
227
Davenport & Co
Virginia
$182K -$47.3K -6,948 -23%
TNA
228
True North Advisors
Texas
$181K
TWC
229
TD Waterhouse Canada
Ontario, Canada
$178K -$11.1K -1,634 -7%
IWA
230
Icon Wealth Advisors
Texas
$177K +$150K +22,113 New
CW
231
Cook Wealth
North Carolina
$175K
IWM
232
IHT Wealth Management
Illinois
$167K -$6.15K -904 -4%
LSV Asset Management
233
LSV Asset Management
Illinois
$163K -$101K -14,900 -42%
QCG
234
Quadrant Capital Group
Ohio
$162K +$75.6K +11,108 +121%
BBW
235
Blue Barn Wealth
Utah
$162K +$31.6K +4,651 +30%
WWP
236
WR Wealth Planners
Missouri
$161K +$137K +20,084 New
SPIA
237
Steward Partners Investment Advisory
New York
$161K -$25.5K -3,742 -16%
JWM
238
Janiczek Wealth Management
Colorado
$156K +$40.2K +5,906 +42%
MAM
239
Marotta Asset Management
Virginia
$154K +$131K +19,222 New
DWM
240
Drive Wealth Management
Utah
$153K +$130K +19,109 New
KeyBank National Association
241
KeyBank National Association
Ohio
$152K -$17.4K -2,560 -12%
JFL
242
Jarislowsky, Fraser Ltd
Quebec, Canada
$152K -$19.6K -2,880 -13%
SWP
243
Stratos Wealth Partners
Ohio
$149K -$4.77K -701 -4%
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$149K
SGA
245
Sustainable Growth Advisers
Connecticut
$149K
Bessemer Group
246
Bessemer Group
New Jersey
$148K -$18.7K -2,751 -13%
IA
247
IFP Advisors
Florida
$148K +$120K +17,658 New
CD
248
Chapin Davis
Maryland
$145K +$123K +18,102 New
SW
249
SVB Wealth
Massachusetts
$144K +$15.4K +2,257 +14%
MCC
250
Money Concepts Capital
Florida
$144K +$28.7K +4,223 +31%