We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
801
Hanson & Doremus Investment Management
Vermont
$193K -$13.4K -50 -7%
DWS
802
Dynamic Wealth Strategies
California
$193K +$9.38K +35 +5%
EP
803
Essential Partners
California
$187K +$2.95K +11 +2%
C
804
Covestor
United Kingdom
$187K +$13.1K +49 +8%
TCOT
805
Trust Company of Toledo
Ohio
$185K – – –
SAM
806
Smartleaf Asset Management
Massachusetts
$181K +$90.8K +339 +112%
CSPIA
807
Cary Street Partners Investment Advisory
Virginia
$178K +$15.3K +57 +10%
ITIM
808
Indiana Trust & Investment Management
Indiana
$175K – – –
BTI
809
Blue Trust Inc
Georgia
$172K -$9.91K -37 -6%
PIMJS
810
PKO Investment Management Joint-Stock
Poland
$172K +$161K +600 New
LS
811
Livforsakringsbolaget Skandia
Sweden
$158K – – –
TWC
812
TD Waterhouse Canada
Ontario, Canada
$153K – – –
NS
813
NBC Securities
Alabama
$152K -$536 -2 -0.4%
RF
814
Rossby Financial
Florida
$152K -$1.61K -6 -1%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$149K +$536 +2 +0.4%
OAM
816
Ostrum Asset Management
France
$148K -$1.55M -5,786 -92%
PAM
817
Paradigm Asset Management
New York
$144K – – –
SWM
818
Spire Wealth Management
Virginia
$140K -$536 -2 -0.4%
ST
819
Smithfield Trust
Pennsylvania
$134K – – –
DMBA
820
Deseret Mutual Benefit Administrators
Utah
$132K +$46.1K +172 +60%
IA
821
IFP Advisors
Florida
$131K +$51.2K +191 +72%
RFP
822
Root Financial Partners
California
$127K +$118K +442 New
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$123K -$1.07K -4 -0.9%
KFA
824
Kelleher Financial Advisors
New York
$122K +$114K +425 New
AAS
825
Ameritas Advisory Services
Nebraska
$119K +$111K +414 New