We are live on ! Find out more
HSBC icon

HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
276
Perigon Wealth Management
California
$808K -$160K -1,755 -17%
MYIA
277
Mount Yale Investment Advisors
Colorado
$792K +$12.8K +140 +2%
PS
278
Principal Securities
Iowa
$773K +$147K +1,613 +25%
EWA
279
EP Wealth Advisors
California
$772K +$125K +1,371 +20%
PWAM
280
Papamarkou Wellner Asset Management
New York
$771K – – –
RA
281
Rational Advisors
New York
$764K -$228K -2,499 -24%
EWA
282
EverSource Wealth Advisors
Alabama
$761K -$406K -4,449 -36%
LWCFA
283
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$761K +$730K +8,000 New
ASN
284
Advisory Services Network
Georgia
$757K +$28K +307 +4%
WA
285
Waverly Advisors
Alabama
$751K -$16.1K -176 -2%
TR
286
Tepp RIA
New Jersey
$749K -$88.7K -972 -11%
RA
287
Riversedge Advisors
Delaware
$748K +$58.6K +642 +9%
PAG
288
Private Advisor Group
New Jersey
$748K -$489K -5,356 -41%
IP
289
Ignite Planners
California
$741K -$14.2K -156 -2%
MSR
290
Main Street Research
Connecticut
$739K +$3.56K +39 +0.5%
HCP
291
Hexagon Capital Partners
Arkansas
$737K -$1.28K -14 -0.2%
CIAM
292
Caitong International Asset Management
Hong Kong
$736K +$707K +7,743 New
MCM
293
Monument Capital Management
Virginia
$726K +$3.19K +35 +0.5%
PWG
294
Portside Wealth Group
Utah
$720K -$103K -1,126 -13%
WA
295
Wealthstar Advisors
Texas
$713K -$36.7K -402 -5%
GS
296
GWN Securities
Florida
$707K -$39.4K -432 -5%
WPC
297
Wedmont Private Capital
Pennsylvania
$706K -$127K -1,393 -16%
YCM
298
Yousif Capital Management
Michigan
$706K -$2.19M -23,978 -76%
DAS
299
Dynamic Advisor Solutions
Arizona
$697K -$69.1K -757 -9%
SGI
300
Summit Global Investments
Utah
$696K +$668K +7,323 New
10 11
12
13 14