We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
51
Zions Bancorporation
Utah
$186K +$50.3K +5,055 +35%
Creative Planning
52
Creative Planning
Kansas
$154K +$160K +16,078 New
IA
53
IFP Advisors
Florida
$145K +$92.7K +9,314 +650%
FTDI
54
First Trust Direct Indexing
Massachusetts
$142K +$32.7K +3,281 +28%
MG
55
Mather Group
Illinois
$141K +$147K +14,745 New
ECM
56
Evergreen Capital Management
Washington
$140K +$11.3K +1,132 +8%
BP
57
Ballentine Partners
Massachusetts
$137K -$8.82K -886 -6%
CQS
58
Credential Qtrade Securities
$136K -$19.4K -1,954 -12%
RA
59
RFG Advisory
Alabama
$136K
First Trust Advisors
60
First Trust Advisors
Illinois
$135K +$5.2K +522 +4%
Comerica Bank
61
Comerica Bank
Texas
$134K
SQA
62
Simon Quick Advisors
New Jersey
$130K +$136K +13,633 New
LSAG
63
Lake Street Advisors Group
New Hampshire
$119K -$3.72K -374 -3%
WA
64
Wealth Architects
California
$112K -$1.5K -151 -1%
YCM
65
Yousif Capital Management
Michigan
$112K
PSP
66
Principal Street Partners
Tennessee
$112K +$117K +11,758 New
CGL
67
Clarius Group LLC
Washington
$111K -$33.9K -3,402 -23%
Cerity Partners
68
Cerity Partners
New York
$110K +$5.76K +579 +5%
GT
69
Greenleaf Trust
Michigan
$108K -$3.72K -374 -3%
NRI
70
NFP Retirement Inc
California
$108K +$906 +91 +0.8%
CCP
71
Corient Capital Partners
California
$106K
QCG
72
Quadrant Capital Group
Ohio
$104K +$26.2K +2,628 +32%
S
73
SignatureFD
Georgia
$100K +$9.49K +953 +10%
KeyBank National Association
74
KeyBank National Association
Ohio
$96K +$99.7K +10,014 New
JWM
75
Janiczek Wealth Management
Colorado
$95K -$10.8K -1,086 -10%