We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
701
Integrated Wealth Concepts
Massachusetts
$369K +$54K +321 +18%
WP
702
WealthPLAN Partners
Nebraska
$367K +$40.9K +243 +15%
CFB
703
Cullen/Frost Bankers
Texas
$365K +$15.3K +91 +4%
SAM
704
Summit Asset Management
Tennessee
$364K -$96.8K -575 -21%
IWA
705
Inspirion Wealth Advisors
Illinois
$362K – – –
PWLP
706
Prio Wealth Limited Partnership
Massachusetts
$361K +$842 +5 +0.2%
VFA
707
Voya Financial Advisors
Connecticut
$358K -$14.8K -88 -4%
AWM
708
Altium Wealth Management
New York
$356K +$3.54K +21 +1%
Franklin Resources
709
Franklin Resources
California
$355K +$94.3K +560 +37%
RTS
710
Round Table Services
New Jersey
$355K +$351K +2,085 New
MGIA
711
Moneta Group Investment Advisors
Missouri
$352K +$298K +1,768 +591%
SFG
712
Summit Financial Group
West Virginia
$349K – – –
PFS
713
Prospera Financial Services
Texas
$345K -$49.7K -295 -13%
GT
714
Greenleaf Trust
Michigan
$344K +$37K +220 +12%
NEAM
715
New England Asset Management
Connecticut
$341K – – –
CPP
716
Crow Point Partners
Massachusetts
$340K +$337K +2,000 New
VHAM
717
Van Hulzen Asset Management
California
$330K +$326K +1,936 New
ACA
718
Atlas Capital Advisors
Wyoming
$329K +$13.3K +79 +4%
ATC
719
Argent Trust Co
Tennessee
$327K – – –
AWA
720
Arete Wealth Advisors
Illinois
$325K -$57.1K -339 -15%
CB
721
Chemical Bank
Michigan
$323K -$17.8K -106 -5%
BCM
722
Becker Capital Management
Oregon
$323K – – –
GAAM
723
Guinness Atkinson Asset Management
California
$323K – – –
GW
724
GW & Wade
Massachusetts
$320K +$168 +1 +0.1%
PL
725
Perpetual Ltd
Australia
$318K – – –