We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
801
Godsey & Gibb Inc
Virginia
$634K -$109K -1,273 -15%
HIM
802
Hanlon Investment Management
New Jersey
$632K +$46.2K +537 +8%
NP
803
NorthRock Partners
Minnesota
$630K +$59.7K +694 +11%
MMG
804
Monetary Management Group
Missouri
$630K -$60.2K -700 -9%
CCA
805
Checchi Capital Advisers
California
$629K -$10.4K -121 -2%
NHT
806
New Hampshire Trust
New Hampshire
$628K – – –
IAMOG
807
Investors Asset Management of Georgia
Georgia
$628K -$55.8K -649 -8%
BB
808
Busey Bank
Illinois
$624K +$2.84K +33 +0.5%
MSAM
809
Moloney Securities Asset Management
Missouri
$619K – – –
RSWM
810
Robertson Stephens Wealth Management
California
$619K -$221K -2,573 -27%
HGERS
811
Householder Group Estate & Retirement Specialist
Arizona
$618K -$17.2K -200 -3%
WPC
812
Wedmont Private Capital
Pennsylvania
$616K +$34K +396 +6%
DF
813
Donoghue Forlines
Massachusetts
$613K -$80.9K -941 -12%
TPCW
814
TD Private Client Wealth
New York
$612K +$20.5K +238 +4%
BAM
815
Blueshift Asset Management
New Jersey
$608K +$586K +6,812 New
BFM
816
Boston Financial Management
Massachusetts
$607K – – –
CFB
817
Cullen/Frost Bankers
Texas
$606K +$3.44K +40 +0.6%
AWA
818
Adapt Wealth Advisors
Georgia
$606K +$95.3K +1,108 +20%
CFAM
819
Center For Asset Management
Florida
$604K +$15.2K +177 +3%
HCA
820
Horan Capital Advisors
Ohio
$603K – – –
AWA
821
Acorn Wealth Advisors
Michigan
$600K -$172 -2 -0%
RWP
822
RWA Wealth Partners
Massachusetts
$594K +$108K +1,256 +23%
IAN
823
Integrated Advisors Network
Texas
$593K +$203K +2,360 +55%
PFS
824
Physicians Financial Services
North Carolina
$593K -$4.3K -50 -0.7%
PCS
825
Private Client Services
Kentucky
$590K -$5.5K -64 -1%