We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BL
201
BFSG LLC
California
$1.69M -$220K -5,679 -12%
IWC
202
Integrated Wealth Concepts
Massachusetts
$1.63M +$40.1K +1,036 +3%
BG
203
Bollard Group
Massachusetts
$1.61M -$5.67M -146,558 -78%
Corient Private Wealth
204
Corient Private Wealth
Florida
$1.59M +$57K +1,473 +4%
DBG
205
De Burlo Group
Massachusetts
$1.58M
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.58M
TI
207
Trexquant Investment
Connecticut
$1.57M +$1.54M +39,907 New
CRIG
208
Charter Research & Investment Group
Connecticut
$1.54M -$86.1K -2,225 -5%
DAM
209
Diamant Asset Management
Connecticut
$1.54M -$5.81K -150 -0.4%
PCA
210
Providence Capital Advisors
North Carolina
$1.53M -$47.3K -1,222 -3%
OC
211
Oppenheimer & Co
New York
$1.53M -$4.78M -123,440 -76%
SC
212
Savant Capital
Illinois
$1.49M -$34.5K -892 -2%
Creative Planning
213
Creative Planning
Kansas
$1.46M +$394K +10,187 +38%
ECA
214
Elevated Capital Advisors
Utah
$1.46M -$30.4K -785 -2%
IF
215
Intrua Financial
Texas
$1.44M +$27.1K +701 +2%
TC
216
Tacita Capital
Ontario, Canada
$1.43M +$14.1K +365 +1%
URS
217
Utah Retirement Systems
Utah
$1.41M
MSV
218
MN Services Vermogensbeheer
Netherlands
$1.41M
OPA
219
Old Port Advisors
Maine
$1.37M -$16.8K -435 -1%
RPSA
220
Richard P. Slaughter Associates
Texas
$1.36M +$25K +647 +2%
FRM
221
Fox Run Management
Connecticut
$1.34M +$915K +23,627 +225%
MFFIA
222
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.31M -$38.7K -1,000 -3%
WJWM
223
Williams Jones Wealth Management
New York
$1.31M -$818K -21,143 -39%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$1.31M +$111K +2,864 +9%
ISL
225
Ingalls & Snyder LLC
New York
$1.3M -$580K -14,985 -31%