We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
401
Nicholas Hoffman & Company
Georgia
$204K +$208K +1,309 New
HNB
402
Huntington National Bank
Ohio
$197K -$13.5K -85 -6%
ADL
403
Asset Dedication LLC
California
$191K +$2.7K +17 +1%
BBHC
404
Brown Brothers Harriman & Co
New York
$189K -$3.65K -23 -2%
ZB
405
Zions Bancorporation
Utah
$185K +$39.5K +249 +26%
TAIM
406
TD Ameritrade Investment Management
Nebraska
$182K +$32.6K +205 +21%
BWP
407
Baldwin Wealth Partners
Massachusetts
$179K +$2.38K +15 +1%
CH
408
Canton Hathaway
Rhode Island
$176K +$179K +1,128 New
MHR
409
Matthew Hamilton Rosenberg
$171K
PCWA
410
Pacific Capital Wealth Advisors
California
$155K +$158K +996 New
FIA
411
FNY Investment Advisers
New York
$152K +$155K +976 New
SIAS
412
Shine Investment Advisory Services
Colorado
$146K +$20.8K +131 +16%
TCOV
413
Trust Company of Vermont
Vermont
$139K
MAM
414
Marquette Asset Management
Minnesota
$138K
LC
415
Lindbrook Capital
California
$135K +$33.7K +212 +32%
Mitsubishi UFJ Asset Management
416
Mitsubishi UFJ Asset Management
Japan
$134K +$51.8K +326 +61%
APA
417
American Portfolios Advisors
New York
$123K +$28.1K +177 +29%
QT
418
Quantbot Technologies
New York
$112K +$115K +725 New
BG
419
Bollard Group
Massachusetts
$111K
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$108K
Axa
421
Axa
France
$108K +$111K +696 New
PFO
422
Pathstone Family Office
New Jersey
$107K +$109K +685 New
GWS
423
Glassman Wealth Services
Virginia
$101K +$18.6K +117 +22%
HIIFS
424
Harel Insurance Investments & Financial Services
Israel
$100K -$201K -1,268 -66%
WT
425
Whittier Trust
California
$97K -$9.05K -57 -8%