We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
C
901
Covestor
United Kingdom
$58K +$2.33K +4 +4%
WSFS
902
Wilmington Savings Fund Society
Delaware
$56K -$7K -12 -11%
WA
903
WPG Advisers
Maryland
$54.9K – – –
AF
904
Align Financial
Minnesota
$49.3K – – –
BWA
905
Basecamp Wealth Advisors
Washington
$47.6K – – –
CLOS
906
Compagnie Lombard Odier SCmA
Switzerland
$45.4K – – –
PMFA
907
Plante Moran Financial Advisors
Michigan
$44.8K – – –
WIM
908
Westside Investment Management
California
$44.8K – – –
GAM
909
Generali Asset Management
Italy
$43.1K +$44.9K +77 New
JWM
910
JPL Wealth Management
Colorado
$42K +$1.17K +2 +3%
WTA
911
Washington Trust Advisors
Massachusetts
$40.9K +$42.6K +73 New
PTC
912
Private Trust Company
Ohio
$40.9K -$15.2K -26 -26%
NB
913
NBH Bank
Colorado
$39.8K +$41.4K +71 New
SGFG
914
Silver Grove Financial Group
New York
$39.8K +$41.4K +71 New
TCOV
915
Trust Company of Vermont
Vermont
$37.5K +$39.1K +67 New
SWM
916
SHP Wealth Management
Massachusetts
$36.4K +$4.08K +7 +12%
FUBT
917
First United Bank & Trust
Maryland
$35.3K – – –
FMII
918
Farmers & Merchants Investments Inc
Nebraska
$35.3K +$1.17K +2 +3%
CCA
919
Catalyst Capital Advisors
New York
$33.6K – – –
CGA
920
Compound Global Advisors
Washington
$33.6K +$35K +60 New
LI
921
LRI Investments
Florida
$31.4K -$3.5K -6 -10%
JWA
922
JFS Wealth Advisors
Pennsylvania
$30.8K +$583 +1 +2%
IAIM
923
International Assets Investment Management
Florida
$30.3K -$14.6K -25 -32%
AWM
924
Activest Wealth Management
Florida
$28.6K -$10.5K -18 -26%
PJC
925
Phillip James Consulting
Minnesota
$27.8K +$177K +304 New
35 36
37
38 39