We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
Baystate Wealth Management
Massachusetts
$10K +$134 +1 +1%
CSPIA
702
Cary Street Partners Investment Advisory
Virginia
$10K +$10K +75 New
SLF
703
Sun Life Financial
Ontario, Canada
$9K +$134 +1 +1%
CHC
704
City Holding Co
West Virginia
$8K
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$8K
HIIFS
706
Harel Insurance Investments & Financial Services
Israel
$8K +$7.75K +58 New
Millennium Management
707
Millennium Management
New York
$7.37K +$4.98M +37,238 +200%
ME
708
McIlrath & Eck
Washington
$7K
SNT
709
Security National Trust
West Virginia
$7K
NFG
710
Next Financial Group
Texas
$7K +$6.68K +50 New
AS
711
Altshuler Shaham
Israel
$7K +$6.95K +52 New
CFFP
712
Center for Financial Planning
Michigan
$6K
CA
713
Crewe Advisors
Utah
$6K
DAM
714
Delta Asset Management
Tennessee
$6K
EARNEST Partners
715
EARNEST Partners
Georgia
$6K
HCP
716
Hexagon Capital Partners
Arkansas
$6K +$6.28K +47 New
EFSCE
717
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
SIAS
718
Shine Investment Advisory Services
Colorado
$5K
PFWA
719
Paces Ferry Wealth Advisors
Georgia
$5K +$4.95K +37 New
MRCM
720
M&R Capital Management
New Jersey
$4K
RG
721
Retirement Group
California
$4K
TSW
722
Thompson Siegel & Walmsley
Virginia
$4K
SWA
723
Sutton Wealth Advisors
Florida
$3.56K
EI
724
Ellevest Inc
New York
$3K -$4.28K -32 -57%
CFA
725
Carroll Financial Associates
North Carolina
$3K -$401 -3 -11%