We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
201
Cullen/Frost Bankers
Texas
$66.3K
BW
202
BIP Wealth
Georgia
$65.1K +$69.6K +24,743 New
IDA
203
Intelligence Driven Advisers
California
$63.4K -$6.15K -2,185 -8%
AF
204
Allworth Financial
California
$63K +$16.8K +5,984 +33%
ESB
205
Essex Savings Bank
Connecticut
$62.8K
QPWM
206
Quadrant Private Wealth Management
Pennsylvania
$61.6K +$8.48K +3,013 +15%
OL
207
Optas LLC
Texas
$57.3K -$10.8K -3,842 -15%
AC
208
Avestar Capital
New York
$56.9K +$28.6K +10,173 +89%
DWT
209
Dorsey & Whitney Trust
South Dakota
$56.3K -$149 -53 -0.2%
OC
210
Oppenheimer & Co
New York
$55.2K
SMA
211
Sage Mountain Advisors
Georgia
$53.7K +$27.2K +9,680 +90%
FFA
212
Fragasso Financial Advisors
Pennsylvania
$50.6K +$12.7K +4,511 +30%
WIM
213
Westside Investment Management
California
$48.5K +$25.9K +9,218 +100%
CAG
214
Crestwood Advisors Group
Massachusetts
$47.1K +$19.4K +6,889 +62%
TIAA Trust, National Association
215
TIAA Trust, National Association
North Carolina
$46.6K
FLPIM
216
F.L. Putnam Investment Management
Massachusetts
$46.6K +$7.96K +2,829 +19%
FPAS
217
Focus Partners Advisor Solutions
Missouri
$45.2K -$1.98K -705 -4%
W
218
WealthCollab
Washington
$44.7K +$6.75K +2,397 +16%
MFA
219
Mayflower Financial Advisors
Massachusetts
$44.2K -$13.2K -4,706 -22%
SW
220
Simplicity Wealth
New Jersey
$43.6K -$11.2K -3,973 -19%
AllianceBernstein
221
AllianceBernstein
Tennessee
$43K +$46K +16,346 New
GRP
222
Global Retirement Partners
California
$42.5K +$15.9K +5,664 +54%
EL
223
EWA LLC
Pennsylvania
$41.3K -$507 -180 -1%
CL
224
Choreo LLC
Illinois
$40.3K -$11.7K -4,145 -21%
FHA
225
Flagship Harbor Advisors
Massachusetts
$40.2K -$9.57K -3,400 -18%