We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
601
Confluence Investment Management
Missouri
$365K +$374K +1,503 New
PAM
602
Paradigm Asset Management
New York
$365K
HW
603
Hedeker Wealth
Illinois
$364K
WSFS
604
Wilmington Savings Fund Society
Delaware
$360K +$11.2K +45 +3%
EP
605
Edgestream Partners
New Jersey
$350K +$359K +1,441 New
CNBT
606
Canandaigua National Bank & Trust
New York
$349K -$6.22K -25 -2%
MA
607
Mutual Advisors
Nebraska
$349K +$357K +1,435 New
RJT
608
Raymond James Trust
Florida
$348K -$11.5K -46 -3%
FCH
609
Freestone Capital Holdings
Washington
$345K +$353K +1,419 New
AIA
610
Armor Investment Advisors
North Carolina
$339K +$44.8K +180 +15%
CAN
611
Cetera Advisor Networks
California
$335K -$210K -842 -38%
BCM
612
Brookstone Capital Management
Illinois
$332K +$340K +1,365 New
BBP
613
Banco BTG Pactual
Brazil
$329K +$337K +1,352 New
SWP
614
Stratos Wealth Partners
Ohio
$323K -$43.3K -174 -12%
WKWM
615
Walter & Keenan Wealth Management
Indiana
$316K
SC
616
Scotia Capital
Ontario, Canada
$313K +$20.9K +84 +6%
CWM
617
Circle Wealth Management
New Jersey
$313K +$97.1K +390 +43%
OIA
618
Optimum Investment Advisors
Illinois
$304K
GT
619
Glenmede Trust
Pennsylvania
$303K +$4.48K +18 +1%
HSA
620
HBK Sorce Advisory
Pennsylvania
$299K -$99.8K -401 -25%
LCP
621
Legacy Capital Partners
Wisconsin
$299K
DWA
622
Douglass Winthrop Advisors
New York
$296K -$559K -2,247 -65%
WB
623
WesBanco Bank
West Virginia
$295K
ADL
624
Asset Dedication LLC
California
$293K -$23.2K -93 -7%
ACI
625
Alpha Cubed Investments
California
$292K -$31.1K -125 -9%