We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IAM Advisory
Pennsylvania
$696K +$716K +4,503 New
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$694K +$21.2K +133 +3%
HH
603
Hilltop Holdings
Texas
$691K +$411K +2,583 +137%
BCV
604
Banque Cantonale Vaudoise
Switzerland
$688K +$58.4K +367 +9%
DWA
605
Douglass Winthrop Advisors
New York
$687K -$5.57K -35 -0.8%
KWM
606
Kingsview Wealth Management
Oregon
$680K -$104K -653 -13%
LGF
607
LGT Group Foundation
Liechtenstein
$679K +$699K +4,395 New
BCP
608
Blackhawk Capital Partners
Wisconsin
$679K -$119K -751 -15%
ECM
609
Evergreen Capital Management
Washington
$678K -$3.6M -22,605 -84%
CB
610
Centennial Bank
Arkansas
$678K -$427K -2,684 -38%
SFA
611
Sequoia Financial Advisors
Ohio
$678K +$61.1K +384 +10%
CICI
612
Capital Investment Counsel Inc
North Carolina
$665K -$115K -720 -14%
PIM
613
Penobscot Investment Management
Massachusetts
$664K
FNT
614
First National Trust
Pennsylvania
$654K -$266K -1,672 -28%
SWM
615
Segment Wealth Management
Texas
$652K
MAS
616
Meeder Advisory Services
Ohio
$650K +$95.3K +599 +17%
TWC
617
TD Waterhouse Canada
Ontario, Canada
$646K +$195K +1,228 +47%
AAP
618
Arax Advisory Partners
Colorado
$636K +$1.91K +12 +0.3%
RGI
619
River Global Investors
United Kingdom
$630K +$105K +660 +19%
DWT
620
Dorsey & Whitney Trust
South Dakota
$628K -$17.2K -108 -3%
FWCM
621
Ferguson Wellman Capital Management
Oregon
$627K
MCM
622
Manchester Capital Management
Vermont
$627K
BRA
623
Bender Robert & Associates
California
$626K -$12.7K -80 -2%
RDWM
624
Red Door Wealth Management
Tennessee
$625K -$8.11K -51 -1%
RGF
625
Retirement Guys Formula
Ohio
$624K -$76.7K -482 -11%