We are live on ! Find out more
TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Worth Asset Management
Texas
$2.2M +$2M +11,553 New
SPG
427
Strategic Planning Group
Utah
$2.19M +$1.99M +11,472 New
Wealthfront Advisers
428
Wealthfront Advisers
California
$2.18M +$50.7K +293 +3%
HI
429
Horizon Investments
North Carolina
$2.16M -$362K -2,088 -16%
HWM
430
HB Wealth Management
Georgia
$2.14M -$9.35K -54 -0.5%
EWM
431
Evercore Wealth Management
New York
$2.08M +$16.3K +94 +0.9%
TBA
432
Tower Bridge Advisors
Pennsylvania
$2.07M – – –
IWA
433
Icon Wealth Advisors
Texas
$2.07M +$1.88M +10,861 New
NW
434
NewEdge Wealth
Pennsylvania
$2.06M +$41.6K +240 +2%
PCA
435
Peddock Capital Advisors
Massachusetts
$2.06M +$4.67K +27 +0.3%
1832 Asset Management
436
1832 Asset Management
Ontario, Canada
$2.06M -$269K -1,551 -13%
KA
437
Kintegral Advisory
New York
$2.04M -$11.8K -68 -0.6%
GWM
438
GSB Wealth Management
Connecticut
$2.02M +$33.9K +196 +2%
DADC
439
D.A. Davidson & Co
Montana
$2.01M +$28.4K +164 +2%
TCM
440
Twin Capital Management
Pennsylvania
$2M -$23.9K -138 -1%
FWP
441
FAS Wealth Partners
Kansas
$2M +$200K +1,154 +12%
EF
442
Exeter Financial
Arizona
$2M +$78.3K +452 +5%
SSWM
443
Smith Salley Wealth Management
North Carolina
$1.99M +$795K +4,591 +78%
FFN
444
Focus Financial Network
Minnesota
$1.97M +$729K +4,210 +68%
SGI
445
Summit Global Investments
Utah
$1.97M +$12.5K +72 +0.7%
WCM
446
Weaver Capital Management
Georgia
$1.96M +$1.78M +10,300 New
MA
447
Montag & Associates
Georgia
$1.96M – – –
PH
448
Pinnacle Holdings
Oklahoma
$1.94M -$9.87K -57 -0.6%
DILIC
449
Dai-ichi Life Insurance Company
Japan
$1.94M – – –
WPC
450
White Pine Capital
Minnesota
$1.92M -$102K -589 -6%