We are live on ! Find out more
TRI icon

Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
Bayesian Capital Management
New York
$567K +$248K +3,491 +77%
SPC
177
Sigma Planning Corp
Michigan
$564K +$145K +2,037 +34%
Capital World Investors
178
Capital World Investors
California
$555K +$559K +7,877 New
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$546K +$33.7K +474 +7%
BPA
180
Beacon Pointe Advisors
California
$545K
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$545K +$142K +1,999 +35%
Creative Planning
182
Creative Planning
Kansas
$506K +$133K +1,871 +35%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$501K +$139K +1,962 +38%
CB
184
Community Bank
New York
$461K
US Bancorp
185
US Bancorp
Minnesota
$459K +$72.4K +1,019 +19%
GH
186
GAM Holding
Switzerland
$442K -$191K -2,689 -30%
BDWM
187
Brewin Dolphin Wealth Management
Ireland
$441K
C
188
Cerebellum
California
$441K +$104K +1,461 +30%
VOYA Investment Management
189
VOYA Investment Management
Georgia
$429K -$1.17M -16,419 -73%
CP
190
Cumberland Partners
Ontario, Canada
$415K -$425K -5,979 -50%
WAM
191
World Asset Management
Michigan
$404K -$81.5K -1,148 -17%
RJT
192
Raymond James Trust
Florida
$400K +$90.1K +1,269 +29%
CA
193
Cetera Advisors
Colorado
$386K +$1.77K +25 +0.5%
AT
194
Arden Trust
Delaware
$384K +$387K +5,451 New
CCA
195
Checchi Capital Advisers
California
$375K -$29.3K -412 -7%
FBFS
196
First Business Financial Services
Wisconsin
$368K
Wellington Management Group
197
Wellington Management Group
Massachusetts
$362K -$320K -4,501 -47%
BAM
198
Blueshift Asset Management
New Jersey
$361K -$181K -2,548 -33%
TC
199
TownSquare Capital
Utah
$360K +$364K +5,122 New
BRWA
200
B. Riley Wealth Advisors
Florida
$348K +$350K +4,929 New