We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
401
Sequoia Financial Advisors
Ohio
$613K -$70.1K -1,398 -9%
AIM
402
Arcadia Investment Management
Michigan
$611K -$262K -5,220 -27%
Allianz Asset Management
403
Allianz Asset Management
Germany
$607K +$29K +579 +4%
VAS
404
Vestmark Advisory Solutions
Massachusetts
$600K +$365K +7,278 +116%
LWM
405
Loveless Wealth Management
Montana
$595K -$5.02K -100 -0.7%
CIA
406
Choate Investment Advisors
Massachusetts
$592K -$10.7K -214 -2%
CIBC World Market
407
CIBC World Market
Ontario, Canada
$591K +$366K +7,296 +120%
FT
408
Fiduciary Trust
Massachusetts
$590K -$45.9K -914 -6%
SF
409
Summit Financial
New Jersey
$589K +$36.2K +721 +6%
FC
410
FORA Capital
Florida
$587K +$666K +13,279 New
GT
411
Glenmede Trust
Pennsylvania
$586K -$20.1K -401 -3%
AWM
412
Altium Wealth Management
New York
$586K +$182K +3,628 +38%
LWAM
413
Legacy Wealth Asset Management
Minnesota
$580K +$33.1K +660 +5%
RMDI
414
R.M. Davis Inc
Maine
$572K -$25.1K -500 -4%
NMIMC
415
Northwestern Mutual Investment Management Company
Wisconsin
$570K +$3.01K +60 +0.5%
FWP
416
FAS Wealth Partners
Kansas
$563K +$640K +12,750 New
AAMC
417
Asset Allocation & Management Company
Illinois
$552K
CT
418
Chicago Trust
Illinois
$545K +$212K +4,217 +52%
SWP
419
Stratos Wealth Partners
Ohio
$534K -$335K -6,682 -36%
FAIM
420
Financial Advocates Investment Management
Washington
$534K -$12.4K -247 -2%
CA
421
CGN Advisors
Kansas
$531K +$603K +12,022 New
WA
422
WBH Advisory
Maryland
$528K +$201 +4 +0%
AIM
423
Achmea Investment Management
Netherlands
$527K
EMG
424
ETF Managers Group
New Jersey
$523K +$581K +11,585 New
USAA
425
United Services Automobile Association
Texas
$522K +$593K +11,818 New