We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
1001
Widmann Financial Services
Maryland
$1.92M -$3.74K -84 -0.2%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$1.91M +$20.9K +470 +1%
WOC
1003
West Oak Capital
California
$1.9M +$34.1K +765 +2%
KJWM
1004
Kiley Juergens Wealth Management
Washington
$1.9M -$31.6K -709 -2%
AB
1005
Atlas Brown
Kentucky
$1.89M -$2.05K -46 -0.1%
CT
1006
Caldwell Trust
Florida
$1.89M -$29K -650 -1%
DLA
1007
Douglas Lane & Associates
New York
$1.89M -$152K -3,414 -7%
CC
1008
Chicago Capital
Illinois
$1.89M -$71.2K -1,598 -4%
WBC
1009
Westpac Banking Corp
Australia
$1.88M +$178K +4,001 +10%
QI
1010
Qtron Investments
Massachusetts
$1.88M -$287K -6,448 -13%
P
1011
&Partners
Tennessee
$1.88M +$78.8K +1,769 +4%
BFO
1012
Boston Family Office
Massachusetts
$1.88M -$14.7K -331 -0.8%
QCG
1013
Quadrant Capital Group
Ohio
$1.87M +$115K +2,579 +6%
CA
1014
Cornerstone Advisors
North Carolina
$1.87M -$125K -2,800 -6%
IPAM
1015
ICICI Prudential Asset Management
India
$1.86M +$52.4K +1,177 +3%
RHDIC
1016
R.H. Dinel Investment Counsel
California
$1.84M
WPW
1017
Waldron Private Wealth
Pennsylvania
$1.83M +$15.8K +354 +0.9%
SIA
1018
Schechter Investment Advisors
Michigan
$1.83M -$185K -4,146 -9%
KFS
1019
Kurt F. Somerville
$1.83M -$223K -5,000 -11%
RPSA
1020
Richard P. Slaughter Associates
Texas
$1.82M -$191K -4,295 -9%
DWT
1021
Dorsey & Whitney Trust
South Dakota
$1.82M +$26.2K +588 +1%
WP
1022
WMS Partners
Maryland
$1.81M -$102K -2,291 -5%
CW
1023
CreativeOne Wealth
Kansas
$1.81M +$504K +11,313 +38%
MNBTD
1024
Moody National Bank Trust Division
Texas
$1.81M -$51.3K -1,152 -3%
MPM
1025
Meritage Portfolio Management
Kansas
$1.8M -$3.34K -75 -0.2%