We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Strategic Wealth Partners
Ohio
$1.58M -$169K -2,390 -9%
4WM
427
44 Wealth Management
Oregon
$1.58M +$1.68M +23,680 New
CCA
428
Checchi Capital Advisers
California
$1.57M +$23.7K +335 +1%
AA
429
Altman Advisors
Illinois
$1.55M +$24.7K +349 +2%
HP
430
Hartree Partners
New York
$1.55M +$237K +3,340 +17%
Luther King Capital Management (LKCM)
431
Luther King Capital Management (LKCM)
Texas
$1.54M -$30.8K -435 -2%
SCTC
432
Sanibel Captiva Trust Company
Florida
$1.53M +$93.6K +1,321 +6%
SWM
433
Sendero Wealth Management
Texas
$1.53M +$136K +1,915 +9%
MFIM
434
Mesirow Financial Investment Management
Illinois
$1.53M -$6.94K -98 -0.4%
FCI
435
Financial Counselors Inc
Kansas
$1.52M +$25.7K +363 +2%
LBC
436
Lowe Brockenbrough & Co
Virginia
$1.52M +$21.1K +298 +1%
BG
437
Bollard Group
Massachusetts
$1.52M +$1.01M +14,296 +164%
SI
438
SCP Investment
California
$1.51M -$418K -5,900 -20%
SRC
439
Shufro Rose & Co
New York
$1.5M
Lido Advisors
440
Lido Advisors
California
$1.5M +$153K +2,157 +11%
HSBC Holdings
441
HSBC Holdings
United Kingdom
$1.48M -$1.4M -19,737 -47%
WTC
442
WhitTier Trust Company
Nevada
$1.48M +$29.5K +416 +2%
CA
443
Clearstead Advisors
Ohio
$1.48M -$19K -268 -1%
EM
444
Excalibur Management
Massachusetts
$1.48M -$16.6K -234 -1%
PGA
445
Portland Global Advisors
Maine
$1.47M -$143K -2,015 -8%
WB
446
WesBanco Bank
West Virginia
$1.46M -$29.5K -417 -2%
IIM
447
Ipswich Investment Management
Massachusetts
$1.46M -$27.6K -390 -2%
AWM
448
Apollon Wealth Management
South Carolina
$1.45M +$196K +2,766 +14%
LFAS
449
Level Four Advisory Services
Texas
$1.45M -$89.5K -1,263 -6%
DWP
450
Daymark Wealth Partners
Ohio
$1.45M +$67.8K +958 +5%