We are live on ! Find out more
TM icon

Toyota
TM

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
201
Wealthspire Advisors (New York)
New York
$316K +$323K +2,316 New
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$309K +$256K +1,836 +438%
WCA
203
Westover Capital Advisors
Delaware
$307K – – –
CHP
204
Cable Hill Partners
Oregon
$306K +$73.3K +526 +31%
HJIM
205
Henry James International Management
New York
$305K +$418 +3 +0.1%
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$298K -$6.97K -50 -2%
RJT
207
Raymond James Trust
Florida
$293K +$40.3K +289 +16%
MWM
208
Mission Wealth Management
California
$289K +$11.3K +81 +4%
MBT
209
Montecito Bank & Trust
California
$288K -$80.2K -575 -21%
MCM
210
MAI Capital Management
Ohio
$284K +$290K +2,081 New
AWC
211
Abundance Wealth Counselors
Pennsylvania
$282K +$1.95K +14 +0.7%
FSA
212
Fort Sheridan Advisors
Illinois
$279K – – –
CWP
213
Curated Wealth Partners
California
$275K -$53.8K -386 -16%
PCM
214
Parsons Capital Management
Rhode Island
$275K – – –
CHAM
215
Clear Harbor Asset Management
Connecticut
$273K – – –
SSG
216
Summit Securities Group
New York
$273K – – –
DADC
217
D.A. Davidson & Co
Montana
$272K -$279 -2 -0.1%
CAM
218
Campion Asset Management
Virginia
$268K -$31.4K -225 -10%
SCA
219
Snowden Capital Advisors
New York
$267K -$3.21K -23 -1%
KTM
220
Keeler Thomas Management
Utah
$256K – – –
HSA
221
HBK Sorce Advisory
Pennsylvania
$255K +$260K +1,864 New
AWM
222
AE Wealth Management
Kansas
$254K -$94.8K -680 -27%
ATIA
223
American Trust Investment Advisors
New Hampshire
$252K +$7.67K +55 +3%
DCM
224
DGS Capital Management
New Jersey
$252K +$8.09K +58 +3%
KOMWMG
225
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$251K +$2.65K +19 +1%
7 8
9
10 11