We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
126
Angeles Investment Advisors
California
$403K
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$403K +$433K +22,573 New
STA
128
Summit Trail Advisors
New York
$397K +$98.8K +5,152 +30%
KPWS
129
Kestra Private Wealth Services
Texas
$391K +$33.5K +1,744 +9%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$362K -$192K -10,012 -33%
JP Morgan Chase
131
JP Morgan Chase
New York
$353K +$73.5K +3,830 +24%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$339K +$28.1K +1,465 +8%
PAS
133
Park Avenue Securities
New York
$333K +$10.9K +566 +3%
M&T Bank
134
M&T Bank
New York
$331K +$36.1K +1,881 +11%
LCGC
135
Legacy Capital Group California
California
$328K +$3.61K +188 +1%
RP
136
Riverwater Partners
Wisconsin
$327K -$15.3K -800 -4%
GWM
137
Geneos Wealth Management
Colorado
$327K -$4.89K -255 -1%
DI
138
Diligent Investors
California
$326K -$1.3K -68 -0.4%
HIC
139
Holderness Investments Company
North Carolina
$325K -$4.32K -225 -1%
YCM
140
Yousif Capital Management
Michigan
$312K
SBH
141
Segall Bryant & Hamill
Illinois
$308K -$5.01K -261 -1%
FI
142
Fosun International
China
$307K +$330K +17,204 New
Franklin Resources
143
Franklin Resources
California
$304K -$8.4K -438 -3%
NS
144
NBC Securities
Alabama
$301K +$324K +16,888 New
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285K -$12.9K -670 -4%
FTA
146
Financial & Tax Architects
Missouri
$285K -$19.8K -1,031 -6%
GCM
147
Gallacher Capital Management
Colorado
$284K -$12.2K -636 -4%
VA
148
Vident Advisory
Georgia
$272K +$292K +15,240 New
IA
149
Insight Advisors
Pennsylvania
$265K +$285K +14,871 New
KOC
150
Koss-Olinger Consulting
Florida
$265K