We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
401
JBJ Investment Partners
South Carolina
$262K
PMFA
402
Plante Moran Financial Advisors
Michigan
$262K
DSC
403
Duncker Streett & Co
Missouri
$255K -$2.85K -38 -1%
FP
404
Financial Perspectives
Minnesota
$254K +$1.53M +20,411 +8,036%
EGM
405
Engineers Gate Manager
New York
$252K +$232K +3,100 New
FCCM
406
First City Capital Management
Georgia
$251K -$15K -200 -6%
CA
407
Calton & Associates
Florida
$247K +$24.9K +333 +12%
ETI
408
Enterprise Trust & Investment
California
$244K
NFG
409
Next Financial Group
Texas
$240K +$52K +694 +31%
AssetMark Inc
410
AssetMark Inc
California
$239K +$109K +1,456 +98%
CL
411
Choreo LLC
Illinois
$236K
SC
412
Savant Capital
Illinois
$235K +$217K +2,891 New
GT
413
Greenleaf Trust
Michigan
$234K +$215K +2,872 New
HBT
414
Heartland Bank & Trust
Illinois
$231K -$128K -1,714 -38%
BC
415
Burney Company
Virginia
$231K
CAMG
416
CWA Asset Management Group
Florida
$229K
NSB
417
Norway Savings Bank
Maine
$229K +$177K +2,368 +526%
HH
418
Hilltop Holdings
Texas
$229K +$211K +2,810 New
CCG
419
Cypress Capital Group
Florida
$226K +$2.1K +28 +1%
CSIC
420
Clifford Swan Investment Counsel
California
$224K
AAS
421
Avantax Advisory Services
Texas
$223K -$64.5K -861 -24%
SWM
422
Spire Wealth Management
Virginia
$220K +$202K +2,702 New
WAM
423
WNY Asset Management
New York
$215K
IA
424
IFP Advisors
Florida
$214K -$19.6K -262 -9%
TF
425
TRH Financial
Iowa
$213K +$1.35K +18 +0.7%