We are live on ! Find out more
TRI icon

Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
251
D.A. Davidson & Co
Montana
$66K -$8.6K -200 -12%
MFS
252
MSI Financial Services
Massachusetts
$61K -$16.6K -386 -23%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$55K +$34.5K +803 +210%
PHK
254
Point72 Hong Kong
Hong Kong
$45K +$40.8K +948 New
FNBT
255
FineMark National Bank & Trust
Florida
$40K
NFG
256
Next Financial Group
Texas
$37K -$5.55K -129 -14%
AWMS
257
Advocacy Wealth Management Services
Georgia
$32K +$29.6K +688 New
PSC
258
Prentiss Smith & Co
Vermont
$30K
PMFA
259
Plante Moran Financial Advisors
Michigan
$29K -$5.89K -137 -18%
BBHC
260
Brown Brothers Harriman & Co
New York
$28K
BWP
261
Baldwin Wealth Partners
Massachusetts
$27K +$25.1K +584 New
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
SF
263
Synovus Financial
Georgia
$22K
CFA
264
Carroll Financial Associates
North Carolina
$21K
IA
265
IFP Advisors
Florida
$21K +$9.89K +230 +303%
BGIM
266
Brandywine Global Investment Management
Pennsylvania
$17K -$7.92M -184,248 -100%
BA
267
BlackRock Advisors
Delaware
$17K +$4.69K +109 +43%
VCM
268
Versant Capital Management
Arizona
$13K -$5.59K -130 -31%
S
269
SignatureFD
Georgia
$13K
ZB
270
Zions Bancorporation
Utah
$13K
SEI Investments
271
SEI Investments
Pennsylvania
$11K -$2M -46,441 -99%
EWM
272
Evercore Wealth Management
New York
$10K
RBC
273
Roble Belko & Company
Pennsylvania
$10K
DAM
274
Delta Asset Management
Tennessee
$8K +$3.87K +90 +125%
CA
275
CapWealth Advisors
Tennessee
$8K +$7.31K +170 New