We are live on ! Find out more
IBKR icon

Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$68K +$71K +6,896 New
Manulife (Manufacturers Life Insurance)
177
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64K -$1.07K -104 -2%
US Bancorp
178
US Bancorp
Minnesota
$60K +$1.36K +132 +2%
BlackRock
179
BlackRock
New York
$55K -$6.22K -604 -10%
MFS
180
MSI Financial Services
Massachusetts
$38K +$82 +8 +0.2%
WA
181
WFG Advisors
Texas
$38K +$5.76K +560 +17%
Barclays
182
Barclays
United Kingdom
$36K -$165 -16 -0.4%
W
183
Wealthfront
California
$31K +$25.4K +2,464 +380%
GWM
184
Gupta Wealth Management
California
$30K
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$29K -$51.6K -5,012 -64%
SIA
186
SeaBridge Investment Advisors
New Jersey
$28K
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$23K
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$22K +$15.2K +1,472 +188%
TDC
189
Thompson Davis & Co
Virginia
$20K
DAM
190
Delta Asset Management
Tennessee
$20K +$20.6K +2,000 New
CAW
191
Cornerstone Advisors (Washington)
Washington
$18K +$18.9K +1,836 New
FHA
192
First Horizon Advisors
Tennessee
$13K
GAM
193
Gemmer Asset Management
California
$12K
FNBT
194
FineMark National Bank & Trust
Florida
$11K
ATC
195
Adirondack Trust Company
New York
$7K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$6K +$2.14K +208 +49%
PFG
197
Piershale Financial Group
Illinois
$4K +$4.12K +400 New
SIM
198
Sonora Investment Management
Arizona
$4K +$4.49K +436 New
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
$3K +$3.17K +308 New
RWM
200
Raffa Wealth Management
District of Columbia
$2.09K -$41 -4 -2%