We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Chicago Trust
Illinois
$464K – – –
CA
402
Cetera Advisors
Colorado
$457K -$969K -18,288 -70%
AP
403
Atwood & Palmer
Missouri
$456K -$254K -4,800 -38%
Truist Financial
404
Truist Financial
North Carolina
$454K -$13.9K -262 -3%
EP
405
Edgestream Partners
New Jersey
$445K +$6.25K +118 +2%
PFA
406
Pure Financial Advisors
California
$441K -$32.8K -620 -7%
GG
407
Gofen & Glossberg
Illinois
$427K -$4.98K -94 -1%
HC
408
Henshaw Capital
Massachusetts
$425K – – –
RCAMU
409
Rothschild & Co Asset Management US
Connecticut
$425K +$50K +944 +15%
MYAM
410
Meiji Yasuda Asset Management
Japan
$425K +$395K +7,450 New
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$422K +$34.4K +650 +10%
BRWA
412
B. Riley Wealth Advisors
Florida
$406K -$1.48K -28 -0.4%
SEIA
413
Signature Estate & Investment Advisors
California
$404K +$375K +7,078 New
LCM
414
LVM Capital Management
Michigan
$396K – – –
AIS
415
Accurate Investment Solutions
Pennsylvania
$395K – – –
AP
416
Advisor Partners
California
$392K +$30.8K +582 +9%
W
417
Wealthfront
California
$382K +$28.8K +544 +9%
FFA
418
First Foundation Advisors
California
$378K +$351K +6,632 New
BOH
419
Bank of Hawaii
Hawaii
$377K – – –
NPC
420
National Planning Corporation
California
$375K -$15.2K -286 -4%
AC
421
Allstate Corporation
Illinois
$375K +$348K +6,570 New
FPFS
422
First Personal Financial Services
North Carolina
$371K +$344K +6,500 New
AP
423
AHL Partners
United Kingdom
$370K -$10.5M -198,010 -97%
BUB
424
BBVA USA Bancshares
Texas
$368K +$2.12K +40 +0.6%
GCA
425
Gideon Capital Advisors
New York
$368K +$342K +6,448 New