We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
MAI Capital Management
Ohio
$293K -$654K -2,313 -68%
BP
702
Ballentine Partners
Massachusetts
$290K +$306K +1,082 New
HI
703
Hudock Inc
Pennsylvania
$284K
FFM
704
Forum Financial Management
Illinois
$283K -$32.5K -115 -10%
CPIG
705
Chicago Partners Investment Group
Illinois
$281K +$1.41K +5 +0.5%
AO
706
Advisor OS
Illinois
$279K
MFA
707
Mayflower Financial Advisors
Massachusetts
$278K +$4.24K +15 +1%
MLFP
708
MPS Loria Financial Planners
Illinois
$276K +$4.81K +17 +2%
PCM
709
Penserra Capital Management
California
$275K +$7.35K +26 +3%
HT
710
HighTower Trust
Texas
$273K -$15.2M -53,742 -98%
APG
711
Abacus Planning Group
South Carolina
$271K
FHA
712
Flagship Harbor Advisors
Massachusetts
$270K -$11.9K -42 -4%
SFC
713
SYM Financial Corp
Indiana
$268K -$565 -2 -0.2%
CPSAC
714
Chas P. Smith & Associates (CPS)
Florida
$268K
CIS
715
Connors Investor Services
Pennsylvania
$268K
OIA
716
Optimum Investment Advisors
Illinois
$268K
PCMC
717
Paragon Capital Management (Colorado)
Colorado
$268K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
718
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$267K -$27M -95,403 -99%
VBCG
719
Valley Brook Capital Group
Pennsylvania
$267K
IAA
720
Independent Advisor Alliance
North Carolina
$266K +$3.96K +14 +1%
CAG
721
Csenge Advisory Group
Florida
$265K +$2.83K +10 +1%
SWK
722
Stephen W. Kidder
$261K
EI
723
Ellevest Inc
New York
$260K +$71.8K +254 +35%
SMC
724
Smith, Moore & Co
Missouri
$258K
KCM
725
Kathmere Capital Management
Pennsylvania
$258K +$272K +963 New