We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
601
First Mercantile Trust
Tennessee
$767K -$614K -2,212 -46%
Cerity Partners
602
Cerity Partners
New York
$761K +$712K +2,566 New
CWA
603
Clarus Wealth Advisors
Arizona
$748K – – –
MMG
604
Monetary Management Group
Missouri
$742K -$723K -2,605 -51%
LAM
605
Lingohr Asset Management
Germany
$742K – – –
BWM
606
Baystate Wealth Management
Massachusetts
$737K -$19.1K -69 -3%
CB
607
Cadence Bank
Mississippi
$735K +$832 +3 +0.1%
FI
608
FormulaFolio Investments
Michigan
$729K +$682K +2,458 New
CIA
609
CSat Investment Advisory
Michigan
$726K -$31.6K -114 -4%
DADC
610
D.A. Davidson & Co
Montana
$725K -$14.4K -52 -2%
AAM
611
Advisors Asset Management
Colorado
$725K -$158K -570 -19%
GTCM
612
Gyon Technologies Capital Management
New Jersey
$720K +$674K +2,428 New
SFS
613
Sowell Financial Services
Arkansas
$716K +$343K +1,235 +105%
OAM
614
Optimal Asset Management
California
$714K +$668K +2,406 New
Vanguard Capital Wealth Advisors
615
Vanguard Capital Wealth Advisors
Colorado
$712K – – –
CA
616
Continental Advisors
Utah
$705K -$222K -800 -25%
PT
617
Plimoth Trust
Massachusetts
$695K -$440K -1,585 -40%
WS
618
Wedbush Securities
California
$694K -$49.7K -179 -7%
UBG
619
United Bank (Georgia)
Georgia
$693K -$133K -479 -17%
S
620
SignatureFD
Georgia
$680K -$49.7K -179 -7%
WAM
621
Wealthspire Advisors (Maryland)
Maryland
$679K +$5.83K +21 +0.9%
SPIA
622
Steward Partners Investment Advisory
New York
$673K -$41.9K -151 -6%
HWA
623
Heritage Wealth Advisors
Virginia
$671K +$8.88K +32 +1%
AC
624
Arjuna Capital
North Carolina
$665K +$622K +2,241 New
BAM
625
Berkshire Asset Management
Pennsylvania
$660K +$18.6K +67 +3%