We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
651
Marquette Asset Management
Minnesota
$40K
RBC
652
Roble Belko & Company
Pennsylvania
$39K
CFN
653
Cordasco Financial Network
Florida
$39K +$134 +1 +0.3%
Fuller & Thaler Asset Management
654
Fuller & Thaler Asset Management
California
$37K
FMP
655
Financial Management Professionals
Texas
$36K -$10.6K -79 -23%
FFA
656
Founders Financial Alliance
North Carolina
$36K +$34.1K +255 New
NR
657
Newfound Research
Massachusetts
$33K +$33.7K +252 New
AssetMark Inc
658
AssetMark Inc
California
$32K
BCA
659
Berman Capital Advisors
Georgia
$32K
CFD
660
Creative Financial Designs
Indiana
$32K
JSC
661
Jackson Square Capital
California
$32K
PO
662
Private Ocean
California
$32K +$10.7K +80 +49%
PFBT
663
Parkside Financial Bank & Trust
Missouri
$31K -$1.2K -9 -4%
OIA
664
Optimum Investment Advisors
Illinois
$31K
HWM
665
HighMark Wealth Management
Minnesota
$31K +$134 +1 +0.4%
IAS
666
IMA Advisory Services
Colorado
$31K +$9.76K +73 +45%
HR
667
Howe & Rusling
New York
$30K
MAM
668
Meeder Asset Management
Ohio
$30K +$134 +1 +0.4%
SIC
669
Salem Investment Counselors
North Carolina
$30K +$10K +75 +50%
LC
670
Lindbrook Capital
California
$26K -$936 -7 -3%
FPB
671
First PREMIER Bank
South Dakota
$26K
TCM
672
Tradewinds Capital Management
Washington
$26K
PCM
673
Penserra Capital Management
California
$26K +$3.21K +24 +13%
RA
674
Rational Advisors
New York
$25K -$580K -4,336 -96%
GRP
675
Global Retirement Partners
California
$24K