We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
701
Harvest Fund Management
China
$65K +$59.5K +393 New
APC
702
Aspire Private Capital
North Carolina
$64.3K – – –
CCM
703
Chilton Capital Management
Texas
$61.4K – – –
PB
704
Pinnacle Bancorp
Nebraska
$58.6K – – –
ADL
705
Asset Dedication LLC
California
$58K +$18.9K +125 +55%
TWC
706
TD Waterhouse Canada
Ontario, Canada
$57K -$12.9K -85 -20%
GWS
707
Glassman Wealth Services
Virginia
$55K -$1.51K -10 -3%
AF
708
Allworth Financial
California
$51K -$12.3K -81 -21%
MA
709
Montag & Associates
Georgia
$49.9K – – –
AWM
710
Avior Wealth Management
Nebraska
$49.2K -$6.2K -41 -12%
RBC
711
Roble Belko & Company
Pennsylvania
$49K – – –
MCM
712
MV Capital Management
Maryland
$48.9K +$303 +2 +0.7%
PFBT
713
Parkside Financial Bank & Trust
Missouri
$47.7K +$3.33K +22 +8%
CIA
714
Cape Investment Advisory
Georgia
$47.4K +$5.14K +34 +13%
LC
715
Lindbrook Capital
California
$45.1K +$3.33K +22 +9%
LWP
716
Lumature Wealth Partners
Georgia
$42.2K +$1.36K +9 +4%
HWM
717
HighMark Wealth Management
Minnesota
$41.4K +$151 +1 +0.4%
TSW
718
Thompson Siegel & Walmsley
Virginia
$41K – – –
PPWM
719
PFG Private Wealth Management
Florida
$40.7K – – –
AssetMark Inc
720
AssetMark Inc
California
$40.4K – – –
IAS
721
IMA Advisory Services
Colorado
$39.3K – – –
BCM
722
Blume Capital Management
California
$37.9K – – –
Jones Financial Companies
723
Jones Financial Companies
Missouri
$34.8K – – –
OC
724
Oakworth Capital
Alabama
$34K – – –
WB
725
Webster Bank
Connecticut
$33.6K – – –