We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$277K +$24.2K +152 +10%
TBNY
702
Trustco Bank (New York)
New York
$275K -$15.9K -100 -6%
AUB
703
Atlantic Union Bankshares
Virginia
$272K
B
704
Barings
North Carolina
$271K
SQA
705
Simon Quick Advisors
New Jersey
$271K +$127K +796 +91%
GW
706
GW & Wade
Massachusetts
$268K +$15.9K +100 +6%
PCM
707
Prelude Capital Management
New York
$268K +$264K +1,660 New
SAS
708
Stelac Advisory Services
New York
$267K +$263K +1,652 New
STA
709
Summit Trail Advisors
New York
$262K +$197K +1,235 +45%
PWS
710
Peloton Wealth Strategists
Indiana
$259K
UR
711
USCA RIA
Texas
$258K
HNB
712
Huntington National Bank
Ohio
$258K +$38.5K +242 +18%
EDRH
713
Edmond de Rothschild Holding
Switzerland
$258K +$254K +1,593 New
VFA
714
Voya Financial Advisors
Connecticut
$257K +$5.73K +36 +2%
WP
715
WealthPLAN Partners
Nebraska
$256K +$252K +1,585 New
SWM
716
SeaCrest Wealth Management
New York
$254K +$29.3K +184 +13%
TCM
717
Traynor Capital Management
Pennsylvania
$252K +$248K +1,560 New
LFAS
718
Level Four Advisory Services
Texas
$249K -$11.1K -70 -4%
JCM
719
Jacobi Capital Management
Pennsylvania
$249K +$251K +1,579 New
CAM
720
Carret Asset Management
New York
$247K
QAM
721
Quantres Asset Management
Cayman Islands
$243K -$653K -4,100 -73%
FMC
722
First Merchants Corp
Indiana
$243K
PAS
723
Partnervest Advisory Services
California
$242K +$238K +1,496 New
DCM
724
Delpha Capital Management
New York
$241K -$247K -1,552 -51%
RCAG
725
Rehmann Capital Advisory Group
Michigan
$238K +$637 +4 +0.3%