We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
526
Sigma Planning Corp
Michigan
$217K +$8.38K +92 +4%
BRWA
527
B. Riley Wealth Advisors
Florida
$215K +$211K +2,320 New
HFM
528
Hartford Financial Management
Connecticut
$213K
ICOA
529
Investment Centers of America
North Dakota
$213K +$211K +2,314 New
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$213K +$211K +2,316 New
NYLIM
531
New York Life Investment Management
New York
$211K
UF
532
Univest Financial
Pennsylvania
$211K
PAA
533
Peregrine Asset Advisers
Oregon
$209K
PTC
534
Private Trust Company
Ohio
$209K +$208K +2,285 New
FAAS
535
First Allied Advisory Services
California
$207K -$53K -582 -20%
TFO
536
Tarbox Family Office
California
$207K
SCA
537
Samson Capital Advisors
New York
$206K +$204K +2,240 New
W
538
Wealthfront
California
$200K +$145K +1,588 +268%
DSI
539
Daiwa SB Investments
Japan
$197K
Lazard Asset Management
540
Lazard Asset Management
New York
$193K -$467K -5,122 -71%
EWM
541
Evercore Wealth Management
New York
$193K -$31.5K -346 -14%
WT
542
Whittier Trust
California
$187K
SF
543
Synovus Financial
Georgia
$186K +$911 +10 +0.5%
HA
544
Harfst & Associates
Wyoming
$184K +$167K +1,828 +1,063%
KA
545
Klingman & Associates
New York
$183K -$10.8K -118 -6%
KT
546
Kanaly Trust
Texas
$182K -$911 -10 -0.5%
WAM
547
Wolverine Asset Management
Illinois
$175K
TC
548
Trust Company
Kansas
$171K +$1.37K +15 +0.8%
CF
549
CenterStar Fund
Illinois
$168K
JFA
550
JNBA Financial Advisors
Minnesota
$163K