We are live on ! Find out more
HSBC icon

HSBC
HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
501
Edmond de Rothschild Holding
Switzerland
$74.8K – – –
TWD
502
True Wealth Design
Ohio
$74.2K +$10.2K +120 +15%
HI
503
Harbour Investments
Wisconsin
$72.8K +$18.3K +216 +32%
PWAM
504
Private Wealth Asset Management
Iowa
$72.1K – – –
SWM
505
Spire Wealth Management
Virginia
$70.5K -$1.02K -12 -1%
IWS
506
Intentional Wealth Strategies
Colorado
$67.7K +$69.5K +821 New
BCM
507
Berbice Capital Management
New York
$66K – – –
RFP
508
Root Financial Partners
California
$65.8K -$8.3K -98 -11%
HDIM
509
Hanson & Doremus Investment Management
Vermont
$65K -$2.2K -26 -3%
SIS
510
Sound Income Strategies
Florida
$60.9K +$1.35K +16 +2%
MA
511
MCF Advisors
Kentucky
$56.8K – – –
GKIM
512
GW&K Investment Management
Massachusetts
$55K +$14.1K +166 +33%
CPG
513
Cornerstone Planning Group
New Jersey
$52K +$8.21K +97 +19%
BCWM
514
Bartlett & Co Wealth Management
Ohio
$51.8K – – –
ST
515
Smithfield Trust
Pennsylvania
$47K – – –
AGWCA
516
Annis Gardner Whiting Capital Advisors
Florida
$44.9K – – –
TCM
517
Triumph Capital Management
Colorado
$44.5K +$20.2K +239 +83%
MG
518
Mather Group
Illinois
$42.5K +$43.6K +515 New
WA
519
Whipplewood Advisors
Colorado
$41.2K +$42.3K +499 New
FC
520
Financial Consulate
Maryland
$40.9K +$27.2K +321 +184%
FFA
521
Frazier Financial Advisors
Ohio
$39.6K +$5.5K +65 +16%
JWM
522
JPL Wealth Management
Colorado
$38.4K +$39.5K +466 New
AA
523
Ancora Advisors
Ohio
$36.3K +$25K +295 +203%
BA
524
Ballast Advisors
Minnesota
$35.9K +$36.8K +435 New
NS
525
NBC Securities
Alabama
$35.4K -$508 -6 -1%
19 20
21
22 23