We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
576
Stellar Capital Management
Arizona
$164K +$159K +1,765 New
CFA
577
Carroll Financial Associates
North Carolina
$161K +$4.5K +50 +3%
PMFA
578
Plante Moran Financial Advisors
Michigan
$157K +$450 +5 +0.3%
WA
579
Waverly Advisors
Alabama
$155K +$3.96K +44 +3%
BG
580
Bollard Group
Massachusetts
$148K +$144K +1,597 New
BA
581
BlackRock Advisors
Delaware
$141K -$2.97K -33 -2%
SFSIG
582
San Francisco Sentry Investment Group
California
$139K – – –
NIM
583
NuWave Investment Management
New Jersey
$134K +$130K +1,445 New
EWM
584
Evercore Wealth Management
New York
$133K +$50K +555 +64%
Fuller & Thaler Asset Management
585
Fuller & Thaler Asset Management
California
$125K – – –
HCM
586
Highlander Capital Management
New Jersey
$122K +$90 +1 +0.1%
ECM
587
Endex Capital Management
Kansas
$119K – – –
IMS
588
Index Management Solutions
Pennsylvania
$107K +$30.4K +338 +42%
QAM
589
QCI Asset Management
New York
$103K +$2.7K +30 +3%
GIS
590
Guardian Investor Services
New York
$97K -$1.62K -18 -2%
OIA
591
Optimum Investment Advisors
Illinois
$93K – – –
WTC
592
WhitTier Trust Company
Nevada
$93K – – –
SSG
593
Summit Securities Group
New York
$93K +$90.1K +1,000 New
TCM
594
Tradewinds Capital Management
Washington
$90K +$87.4K +970 New
RFA
595
Reilly Financial Advisors
California
$88K +$49.1K +545 +137%
TIM
596
Tortoise Investment Management
New York
$83K – – –
FM
597
Forward Management
California
$82K +$34.4K +382 +76%
TF
598
Tompkins Financial
New York
$80K +$48.4K +537 +165%
PAS
599
Partnervest Advisory Services
California
$78K +$17.3K +192 +30%
MCM
600
Manchester Capital Management
Vermont
$75K +$1.89K +21 +3%