We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
976
Cypress Capital Group
Florida
$40.7M +$376K +2,235 +1%
Wealth Enhancement Advisory Services
977
Wealth Enhancement Advisory Services
Minnesota
$40.7M -$167K -993 -0.4%
AI
978
Accredited Investors
Minnesota
$40.6M +$402K +2,389 +1%
TFS
979
TrustCore Financial Services
Tennessee
$40.4M +$5.95M +35,391 +18%
MHS
980
M Holdings Securities
Oregon
$40.4M +$38.9M +231,430 New
DLA
981
Douglas Lane & Associates
New York
$40.2M -$469K -2,789 -1%
AWCI
982
Alpine Woods Capital Investors
New York
$40.1M -$13.5M -80,214 -26%
BWM
983
Brickley Wealth Management
California
$40.1M -$90K -535 -0.2%
WAM
984
Winslow Asset Management
Ohio
$40M -$802K -4,770 -2%
FM
985
Foster & Motley
Ohio
$40M +$728K +4,332 +2%
UBV
986
United Bank (Virginia)
Virginia
$39.8M -$2.44M -14,503 -6%
CSS
987
Cubist Systematic Strategies
Connecticut
$39.8M +$16.3M +97,141 +74%
BP
988
Ballentine Partners
Massachusetts
$39.8M +$1.39M +8,238 +4%
AMCA
989
Arthur M. Cohen & Associates
Illinois
$39.7M -$3.6M -21,429 -9%
KJHP
990
K.J. Harrison & Partners
Ontario, Canada
$39.7M -$1.07M -6,335 -3%
PWAG
991
Polaris Wealth Advisory Group
California
$39.6M +$14K +83 +0%
EWM
992
Edge Wealth Management
New York
$39.6M +$21.5K +128 +0.1%
PNAA
993
Pictet North America Advisors
Switzerland
$39.6M -$1.49M -8,887 -4%
NB
994
NBT Bank
New York
$39.5M -$1.13M -6,690 -3%
VWM
995
Venturi Wealth Management
Texas
$39.5M +$19.3M +114,776 +103%
KLWA
996
Kelly Lawrence W & Associates
California
$39.5M -$1.54M -9,184 -4%
RPC
997
Rossmore Private Capital
Connecticut
$39.4M +$110K +652 +0.3%
GAG
998
GM Advisory Group
New York
$39.3M +$60.2K +358 +0.2%
GG
999
Greenwood Gearhart
Arkansas
$39.3M +$414K +2,460 +1%
CA
1000
CapWealth Advisors
Tennessee
$39.2M -$521K -3,096 -1%