We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
676
Pictet North America Advisors
Switzerland
$295K – – –
IAN
677
Integrated Advisors Network
Texas
$293K +$267K +5,035 New
WANY
678
Wealthspire Advisors (New York)
New York
$292K +$266K +5,022 New
AAM
679
AR Asset Management
California
$291K – – –
TAIM
680
TD Ameritrade Investment Management
Nebraska
$291K +$111K +2,089 +72%
FHB
681
First Hawaiian Bank
Hawaii
$287K +$261K +4,928 New
PGA
682
Portland Global Advisors
Maine
$285K – – –
LC
683
Lindbrook Capital
California
$285K +$21.5K +405 +9%
AP
684
Americana Partners
Texas
$285K +$259K +4,878 New
NFP
685
Narus Financial Partners
Utah
$285K -$5.3K -100 -2%
PA
686
Procyon Advisors
Connecticut
$283K +$258K +4,863 New
TC
687
TownSquare Capital
Utah
$282K +$11.8K +223 +5%
NP
688
NorthRock Partners
Minnesota
$271K -$344K -6,487 -58%
MIFH
689
Migdal Insurance & Financial Holdings
Israel
$270K -$272K -5,119 -52%
IWP
690
Icon Wealth Partners
Texas
$267K +$9.39K +177 +4%
SIMM
691
Stillwater Investment Management (Minnesota)
Minnesota
$265K +$1.22K +23 +0.5%
PTP
692
Platform Technology Partners
New York
$261K +$238K +4,493 New
PGFC
693
Peapack-Gladstone Financial Corp
New Jersey
$257K -$29.3K -552 -11%
BWP
694
Baldwin Wealth Partners
Massachusetts
$257K +$14.9K +281 +7%
RhumbLine Advisers
695
RhumbLine Advisers
Massachusetts
$256K – – –
HCA
696
Harbour Capital Advisors
Virginia
$256K +$233K +4,400 New
AW
697
ACG Wealth
Georgia
$251K -$49.8K -938 -18%
BOS
698
Bank of Stockton
California
$251K – – –
DC
699
Davenport & Co
Virginia
$251K +$229K +4,323 New
CQS
700
Credential Qtrade Securities
$250K +$4.14K +78 +2%