We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
201
Shine Investment Advisory Services
Colorado
$47K +$77 +2 +0.2%
EW
202
Evoke Wealth
California
$41K
SWA
203
Sutton Wealth Advisors
Florida
$40.8K
BG
204
Bollard Group
Massachusetts
$38K +$34.6K +900 New
VCM
205
Versant Capital Management
Arizona
$36K -$8.39K -218 -20%
AAM
206
Advisors Asset Management
Colorado
$36K -$7.66K -199 -19%
Lazard Asset Management
207
Lazard Asset Management
New York
$30K -$14.3K -373 -34%
IA
208
IFP Advisors
Florida
$30K -$1.65K -43 -6%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$28K -$86.5K -2,249 -77%
CCM
210
Covington Capital Management
California
$28K
FPFS
211
First Personal Financial Services
North Carolina
$28K
First Manhattan
212
First Manhattan
New York
$27K
JCM
213
Jacobi Capital Management
Pennsylvania
$25K
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$22K +$20.5K +533 New
JIR
215
James Investment Research
Ohio
$17K
LF
216
Lee Financial
Texas
$15K
SA
217
SRH Advisors
Kansas
$14K
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$38 +1 +0.3%
KWM
219
Keebeck Wealth Management
Illinois
$14K +$12.8K +333 New
AWM
220
Avior Wealth Management
Nebraska
$13K +$12.2K +316 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$12K
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K -$2.54K -66 -19%
HR
223
Howe & Rusling
New York
$11K -$20.4K -530 -67%
S
224
SignatureFD
Georgia
$11K -$808 -21 -8%
CFB
225
Cullen/Frost Bankers
Texas
$11K