We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$39K -$8.04K -156 -18%
FPFS
302
First Personal Financial Services
North Carolina
$34K -$1.86K -36 -5%
OC
303
Oakworth Capital
Alabama
$32K
WT
304
Whittier Trust
California
$31K +$206 +4 +0.7%
GWM
305
Geneos Wealth Management
Colorado
$29K
PCM
306
Prelude Capital Management
New York
$27K -$38.8K -752 -60%
MA
307
MUFG Americas
New York
$26K
CWM
308
Cranbrook Wealth Management
Michigan
$24K -$72.9K -1,413 -76%
AssetMark Inc
309
AssetMark Inc
California
$20K +$1.75K +34 +10%
JWA
310
JFS Wealth Advisors
Pennsylvania
$18K
FNBT
311
FineMark National Bank & Trust
Florida
$14K
PSUF
312
People's United Financial
Connecticut
$14K +$103 +2 +0.8%
VCM
313
Versant Capital Management
Arizona
$10K -$309 -6 -3%
GAM
314
Gemmer Asset Management
California
$10K
AC
315
Alexandria Capital
Virginia
$5K
IWMPD
316
Integrated Wealth Management (Palm Desert)
California
$5K
S
317
SignatureFD
Georgia
$5K
JFA
318
JNBA Financial Advisors
Minnesota
$5K +$4.64K +90 New
ACS
319
Archford Capital Strategies
Illinois
$3K -$3.25K -63 -50%
VNA
320
Valley National Advisers
Pennsylvania
$3K
BL
321
Balentine LLC
Georgia
$3K +$619 +12 +33%
FANJ
322
Financial Architects (New Jersey)
New Jersey
$2K
HIM
323
Hillsdale Investment Management
Ontario, Canada
$2K
QI
324
QS Investors
New York
$2K
ACH
325
ArrowMark Colorado Holdings
Colorado
$2K +$1.6K +31 New