We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
676
Dougherty Wealth Advisers
Minnesota
$65K – – –
ST
677
Smithfield Trust
Pennsylvania
$65K – – –
CCA
678
Column Capital Advisors
Indiana
$62K -$12.8K -80 -17%
T
679
TOBAM
France
$62K – – –
CLOS
680
Compagnie Lombard Odier SCmA
Switzerland
$60K -$639K -4,000 -92%
PB
681
Pinnacle Bancorp
Nebraska
$57K – – –
GWS
682
Glassman Wealth Services
Virginia
$56K +$959 +6 +2%
AWA
683
Arkadios Wealth Advisors
Georgia
$55K +$38.5K +241 +243%
GWM
684
Geneos Wealth Management
Colorado
$53K -$18.5K -116 -26%
AssetMark Inc
685
AssetMark Inc
California
$51K +$11.8K +74 +30%
GAM
686
Gemmer Asset Management
California
$49K – – –
CTB
687
Country Trust Bank
Illinois
$48K – – –
MAM
688
Marquette Asset Management
Minnesota
$48K – – –
RBC
689
Roble Belko & Company
Pennsylvania
$48K – – –
CFN
690
Cordasco Financial Network
Florida
$48K +$160 +1 +0.3%
SSB
691
Sandy Spring Bank
Maryland
$47K +$12.9K +81 +38%
HI
692
Harbour Investments
Wisconsin
$46K +$13.1K +82 +41%
ARMC
693
American Research & Management Company
Massachusetts
$46K +$45.2K +283 New
HFA
694
Hoover Financial Advisors
Pennsylvania
$44K – – –
BCA
695
Berman Capital Advisors
Georgia
$43K +$639 +4 +2%
HR
696
Howe & Rusling
New York
$43K +$5.75K +36 +16%
CFD
697
Creative Financial Designs
Indiana
$39K – – –
FI
698
FormulaFolio Investments
Michigan
$39K – – –
HWM
699
HighMark Wealth Management
Minnesota
$39K – – –
IAS
700
IMA Advisory Services
Colorado
$38K – – –