We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
676
PDS Planning
Ohio
$245K -$5.68K -11 -2%
DWT
677
Dorsey & Whitney Trust
South Dakota
$244K +$3.61K +7 +2%
EWA
678
EP Wealth Advisors
California
$244K -$26.3K -51 -11%
BRWA
679
B. Riley Wealth Advisors
Florida
$244K -$190K -368 -46%
PSP
680
Principal Street Partners
Tennessee
$241K -$217K -420 -50%
EH
681
Equitable Holdings
New York
$239K +$218K +422 New
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$237K -$2.06K -4 -0.9%
ST
683
Smithfield Trust
Pennsylvania
$236K – – –
LSAG
684
Lake Street Advisors Group
New Hampshire
$235K +$215K +416 New
TAM
685
Tocqueville Asset Management
New York
$235K +$516 +1 +0.2%
SIM
686
Sentry Investment Management
Wisconsin
$235K -$23.2K -45 -10%
KCM
687
Kathmere Capital Management
Pennsylvania
$227K -$516 -1 -0.2%
MFA
688
Mayflower Financial Advisors
Massachusetts
$227K +$516 +1 +0.3%
BEC
689
Blue Edge Capital
Virginia
$226K – – –
VSQM
690
V-Square Quantitative Management
Illinois
$226K – – –
LSA
691
Leonteq Securities AG
Switzerland
$225K +$56.3K +109 +38%
STA
692
Summit Trail Advisors
New York
$225K -$25.3K -49 -11%
CIA
693
Concurrent Investment Advisors
Florida
$224K +$205K +397 New
WI
694
WrapManager Inc
California
$223K -$7.74K -15 -4%
WPW
695
Waldron Private Wealth
Pennsylvania
$221K -$4.13K -8 -2%
SS
696
Sunbelt Securities
Texas
$220K – – –
WA
697
Wealth Alliance
New York
$218K -$4.65K -9 -2%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$214K +$195K +378 New
YIH
699
Y-Intercept (HK)
Hong Kong
$213K -$1.28M -2,485 -87%
CI
700
CX Institutional
Indiana
$212K +$194K +375 New
26 27
28
29 30