We are live on ! Find out more
TRI icon

Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
326
Zions Bancorporation
Utah
$39K +$2.79K +25 +8%
SC
327
Stephens Consulting
Michigan
$37.9K – – –
COCM
328
Charter Oak Capital Management
New Hampshire
$37K – – –
MCC
329
Money Concepts Capital
Florida
$32K +$31.3K +280 New
CTC
330
Central Trust Company
Missouri
$30K – – –
AF
331
Allworth Financial
California
$28K – – –
ETC
332
Exchange Traded Concepts
Oklahoma
$26K -$112 -1 -0.4%
RBC
333
Roble Belko & Company
Pennsylvania
$24K – – –
GWS
334
Glassman Wealth Services
Virginia
$23K -$4.91K -44 -18%
DWP
335
Destiny Wealth Partners
Florida
$21K -$10.9K -98 -35%
AFS
336
Annapolis Financial Services
Maryland
$19K – – –
SC
337
Siena Capital
Ohio
$19K +$18.9K +169 New
TSW
338
Thompson Siegel & Walmsley
Virginia
$18K – – –
WTC
339
WhitTier Trust Company
Nevada
$18K – – –
QC
340
Quent Capital
New York
$17K +$16.5K +148 New
FAG
341
Fortitude Advisory Group
Washington
$16K – – –
HIA
342
Harbor Investment Advisory
Maryland
$15K – – –
HWA
343
HHM Wealth Advisors
Tennessee
$15K – – –
IA
344
IFP Advisors
Florida
$15K +$11.8K +106 +60%
HIM
345
Hillsdale Investment Management
Ontario, Canada
$14K -$134K -1,196 -91%
UB
346
UMB Bank
Missouri
$14K – – –
TWM
347
Tradition Wealth Management
Minnesota
$14K +$13.6K +122 New
TSWM
348
Tyler-Stone Wealth Management
Ohio
$13K – – –
EWA
349
EverSource Wealth Advisors
Alabama
$12K -$2.57K -23 -18%
ADL
350
Asset Dedication LLC
California
$12K – – –
12 13
14
15 16