We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
126
Citizens Financial Group
Rhode Island
$62K -$4.57K -225 -7%
HR
127
Howe & Rusling
New York
$61K +$6.13K +302 +11%
ST
128
Smithfield Trust
Pennsylvania
$58K – – –
PCP
129
Proficio Capital Partners
Massachusetts
$55K -$528 -26 -1%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$54K -$8.57K -422 -14%
FGC
131
Financial Gravity Companies
Texas
$50K +$45.4K +2,238 New
LFA
132
Legacy Financial Advisors
Kentucky
$48K +$1.08K +53 +2%
UBS AM
133
UBS AM
Illinois
$43.1K -$10.5K -519 -20%
CAW
134
Cornerstone Advisors (Washington)
Washington
$39K +$3.71K +183 +11%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$31K +$31.2K +1,535 New
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$29K -$3.47K -171 -11%
TRCT
137
Tower Research Capital (TRC)
New York
$27K -$3.69K -182 -12%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$27K – – –
FHA
139
First Horizon Advisors
Tennessee
$27K – – –
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$27K – – –
MNBTD
141
Moody National Bank Trust Division
Texas
$26K +$26.2K +1,290 New
MOS
142
MGO One Seven
Ohio
$26K +$26.3K +1,298 New
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$1.56K -77 -6%
AssetMark Inc
144
AssetMark Inc
California
$22K -$1.59M -78,396 -99%
WANY
145
Wealthspire Advisors (New York)
New York
$22K +$21.6K +1,063 New
FCA
146
FinTrust Capital Advisors
South Carolina
$21K +$21.1K +1,040 New
VCM
147
Vigilant Capital Management
Maine
$20K – – –
TWA
148
TCI Wealth Advisors
Arizona
$19K – – –
DWA
149
Dougherty Wealth Advisers
Minnesota
$19K +$17.6K +869 New
CA
150
Claro Advisors
Massachusetts
$18K +$17.2K +847 New