We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HHAA
526
Henry H. Armstrong Associates
Pennsylvania
$221K – – –
KIA
527
KCM Investment Advisors
California
$221K +$4.46K +49 +2%
AWS
528
Aris Wealth Services
Pennsylvania
$220K +$95.7K +1,050 +78%
OAM
529
Occidental Asset Management
California
$217K – – –
SPC
530
Sigma Planning Corp
Michigan
$217K +$8.38K +92 +4%
BRWA
531
B. Riley Wealth Advisors
Florida
$215K +$211K +2,320 New
HFM
532
Hartford Financial Management
Connecticut
$213K – – –
ICOA
533
Investment Centers of America
North Dakota
$213K +$211K +2,314 New
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$213K +$211K +2,316 New
NYLIM
535
New York Life Investment Management
New York
$211K – – –
UF
536
Univest Financial
Pennsylvania
$211K – – –
PAA
537
Peregrine Asset Advisers
Oregon
$209K – – –
PTC
538
Private Trust Company
Ohio
$209K +$208K +2,285 New
FAAS
539
First Allied Advisory Services
California
$207K -$53K -582 -20%
TFO
540
Tarbox Family Office
California
$207K – – –
SCA
541
Samson Capital Advisors
New York
$206K +$204K +2,240 New
W
542
Wealthfront
California
$200K +$145K +1,588 +268%
DSI
543
Daiwa SB Investments
Japan
$197K – – –
Lazard Asset Management
544
Lazard Asset Management
New York
$193K -$467K -5,122 -71%
EWM
545
Evercore Wealth Management
New York
$193K -$31.5K -346 -14%
WT
546
Whittier Trust
California
$187K – – –
SF
547
Synovus Financial
Georgia
$186K +$911 +10 +0.5%
HA
548
Harfst & Associates
Wyoming
$184K +$167K +1,828 +1,063%
KA
549
Klingman & Associates
New York
$183K -$10.8K -118 -6%
KT
550
Kanaly Trust
Texas
$182K -$911 -10 -0.5%