We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
KA
701
Kovack Advisors
Florida
$282K -$135K -850 -33%
VFA
702
Valeo Financial Advisors
Indiana
$277K +$24.2K +152 +10%
TBNY
703
Trustco Bank (New York)
New York
$275K -$15.9K -100 -6%
AUB
704
Atlantic Union Bankshares
Virginia
$272K – – –
B
705
Barings
North Carolina
$271K – – –
SQA
706
Simon Quick Advisors
New Jersey
$271K +$127K +796 +91%
GW
707
GW & Wade
Massachusetts
$268K +$15.9K +100 +6%
PCM
708
Prelude Capital Management
New York
$268K +$264K +1,660 New
SAS
709
Stelac Advisory Services
New York
$267K +$263K +1,652 New
STA
710
Summit Trail Advisors
New York
$262K +$197K +1,235 +45%
PWS
711
Peloton Wealth Strategists
Indiana
$259K – – –
UR
712
USCA RIA
Texas
$258K – – –
HNB
713
Huntington National Bank
Ohio
$258K +$38.5K +242 +18%
EDRH
714
Edmond de Rothschild Holding
Switzerland
$258K +$254K +1,593 New
VFA
715
Voya Financial Advisors
Connecticut
$257K +$5.73K +36 +2%
WP
716
WealthPLAN Partners
Nebraska
$256K +$252K +1,585 New
SWM
717
SeaCrest Wealth Management
New York
$254K +$29.3K +184 +13%
TCM
718
Traynor Capital Management
Pennsylvania
$252K +$248K +1,560 New
LFAS
719
Level Four Advisory Services
Texas
$249K -$11.1K -70 -4%
JCM
720
Jacobi Capital Management
Pennsylvania
$249K +$251K +1,579 New
CAM
721
Carret Asset Management
New York
$247K – – –
QAM
722
Quantres Asset Management
Cayman Islands
$243K -$653K -4,100 -73%
FMC
723
First Merchants Corp
Indiana
$243K – – –
PAS
724
Partnervest Advisory Services
California
$242K +$238K +1,496 New
DCM
725
Delpha Capital Management
New York
$241K -$247K -1,552 -51%