We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$345K +$8.16K +17 +2%
AO
302
Advisor OS
Illinois
$343K +$347K +723 New
HWMA
303
Heritage Wealth Management (Arizona)
Arizona
$338K +$100K +209 +42%
AP
304
Advisor Partners
California
$337K -$15.4K -32 -4%
SCA
305
Snowden Capital Advisors
New York
$322K +$326K +678 New
ML
306
McAdam LLC
Pennsylvania
$314K -$12K -25 -4%
GIA
307
Granite Investment Advisors
New Hampshire
$301K
GTCM
308
Gyon Technologies Capital Management
New Jersey
$297K +$300K +625 New
MOS
309
MGO One Seven
Ohio
$291K +$2.4K +5 +0.8%
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$286K -$30.7K -64 -10%
WA
311
Wealth Alliance
New York
$286K -$14.4K -30 -5%
CI
312
Cigna Investments
Connecticut
$286K
PCS
313
Personal CFO Solutions
New Jersey
$283K +$3.36K +7 +1%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$271K
WS
315
Wedbush Securities
California
$270K +$5.76K +12 +2%
Bessemer Group
316
Bessemer Group
New Jersey
$267K +$59.5K +124 +28%
WAM
317
World Asset Management
Michigan
$264K -$11K -23 -4%
OQS
318
Occudo Quantitative Strategies
Florida
$263K
IWA
319
Intercontinental Wealth Advisors
Texas
$244K +$37.5K +78 +18%
GAM
320
Gotham Asset Management
New York
$241K -$301K -627 -55%
SCA
321
Stonebridge Capital Advisors
Minnesota
$239K
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$238K +$1.92K +4 +0.8%
AF
323
Alerus Financial
North Dakota
$237K
MA
324
MCF Advisors
Kentucky
$237K
VNA
325
Valley National Advisers
Pennsylvania
$236K +$480 +1 +0.2%