We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
626
Blue Trust Inc
Georgia
$106K – – –
RBI
627
Raiffeisen Bank International
Austria
$102K +$97.6K +901 New
SWM
628
Spire Wealth Management
Virginia
$93.5K -$4.77K -44 -5%
HDIM
629
Hanson & Doremus Investment Management
Vermont
$92K -$7.48K -69 -8%
IFWM
630
Institute for Wealth Management
Colorado
$89.1K +$85.3K +787 New
C
631
Covestor
United Kingdom
$85K +$16.1K +149 +25%
IAIM
632
International Assets Investment Management
Florida
$82.2K – – –
ZBNA
633
Zions Bancorporation, National Association
Utah
$78.9K -$3.25K -30 -4%
GK
634
Graney & King
New York
$75.3K – – –
Loomis, Sayles & Company
635
Loomis, Sayles & Company
Massachusetts
$74.3K +$27.9K +257 +64%
TCOT
636
Trust Company of Toledo
Ohio
$73.6K +$10.8K +100 +18%
WT
637
WHI Trust
Illinois
$73.4K – – –
GRP
638
Global Retirement Partners
California
$71.9K +$68.8K +635 New
BIA
639
Bell Investment Advisors
California
$69.4K +$542 +5 +0.8%
KB
640
Kimelman & Baird
New York
$68K – – –
EB
641
Eastern Bank
Massachusetts
$67.9K – – –
CCWM
642
Cassaday & Co Wealth Management
Virginia
$66.2K +$10.8K +100 +21%
CH
643
Cromwell Holdings
Wyoming
$64.6K +$1.63K +15 +3%
HNB
644
Huntington National Bank
Ohio
$63.6K +$16K +148 +36%
DMBA
645
Deseret Mutual Benefit Administrators
Utah
$58K -$7.37K -68 -12%
CFO
646
CVA Family Office
Colorado
$57.9K +$2.38K +22 +4%
APW
647
Aventura Private Wealth
Florida
$57.5K – – –
EP
648
Evelyn Partners
$56.9K +$54.5K +503 New
BIAS
649
Beacon Investment Advisory Services
New Jersey
$56.6K -$12.2K -113 -18%
OL
650
OneFund LLC
Florida
$52.1K -$542 -5 -1%