We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
401
Truist Financial
North Carolina
$454K -$13.9K -262 -3%
EP
402
Edgestream Partners
New Jersey
$445K +$6.25K +118 +2%
PFA
403
Pure Financial Advisors
California
$441K -$32.8K -620 -7%
GG
404
Gofen & Glossberg
Illinois
$427K -$4.98K -94 -1%
HC
405
Henshaw Capital
Massachusetts
$425K
RCAMU
406
Rothschild & Co Asset Management US
Connecticut
$425K +$50K +944 +15%
MYAM
407
Meiji Yasuda Asset Management
Japan
$425K +$395K +7,450 New
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$422K +$34.4K +650 +10%
BRWA
409
B. Riley Wealth Advisors
Florida
$406K -$1.48K -28 -0.4%
SEIA
410
Signature Estate & Investment Advisors
California
$404K +$375K +7,078 New
LCM
411
LVM Capital Management
Michigan
$396K
AIS
412
Accurate Investment Solutions
Pennsylvania
$395K
AP
413
Advisor Partners
California
$392K +$30.8K +582 +9%
W
414
Wealthfront
California
$382K +$28.8K +544 +9%
FFA
415
First Foundation Advisors
California
$378K +$351K +6,632 New
BOH
416
Bank of Hawaii
Hawaii
$377K
NPC
417
National Planning Corporation
California
$375K -$15.2K -286 -4%
AC
418
Allstate Corporation
Illinois
$375K +$348K +6,570 New
FPFS
419
First Personal Financial Services
North Carolina
$371K +$344K +6,500 New
AP
420
AHL Partners
United Kingdom
$370K -$10.5M -198,010 -97%
BUB
421
BBVA USA Bancshares
Texas
$368K +$2.12K +40 +0.6%
GCA
422
Gideon Capital Advisors
New York
$368K +$342K +6,448 New
KLWA
423
Kelly Lawrence W & Associates
California
$367K -$63.6K -1,200 -16%
MAM
424
Mizuho Asset Management
Japan
$366K +$179K +3,378 +111%
EWA
425
EP Wealth Advisors
California
$358K -$20K -378 -6%