We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$8K +$1.75K +219 +27%
SWP
102
Stratos Wealth Partners
Ohio
$8K +$7.57K +947 New
PWM
103
Paulson Wealth Management
Illinois
$8K +$7.84K +981 New
SIA
104
Sit Investment Associates
Minnesota
$7K
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$7K
WTC
106
WhitTier Trust Company
Nevada
$6K
WA
107
Winfield Associates
Ohio
$6K
ZB
108
Zions Bancorporation
Utah
$6K
RPC
109
Rossmore Private Capital
Connecticut
$4.74K +$4.6K +576 New
ASN
110
Advisory Services Network
Georgia
$3K
LIA
111
LS Investment Advisors
Michigan
$3K
AssetMark Inc
112
AssetMark Inc
California
$3K +$1.41K +176 +95%
WT
113
Whittier Trust
California
$3K +$2.89K +362 New
MOS
114
MGO One Seven
Ohio
$3K +$3.15K +394 New
GT
115
Glenmede Trust
Pennsylvania
$2K -$2.25K -281 -50%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$2K -$280 -35 -11%
WC
117
Whitnell & Co
Illinois
$2K +$1.63K +204 New
CB
118
CNB Bank
Pennsylvania
$1K +$368 +46 New
RWA
119
Ropes Wealth Advisors
Massachusetts
$1K +$759 +95 New
NFA
120
Nationwide Fund Advisors
Ohio
-$888K -113,227 Closed
Two Sigma Investments
121
Two Sigma Investments
New York
-$602K -76,731 Closed
DTL
122
Dynamic Technology Lab
Singapore
-$285K -36,407 Closed
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
-$186K -23,679 Closed
EMG
124
Ellington Management Group
Connecticut
-$107K -13,650 Closed
Pacer Advisors
125
Pacer Advisors
Pennsylvania
-$87K -11,062 Closed