We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Anchor Investment Management
South Carolina
$37K – – –
GWS
902
Glassman Wealth Services
Virginia
$37K +$1.24K +7 +3%
FC
903
Ferris Capital
Massachusetts
$36K -$884 -5 -2%
GAM
904
Gemmer Asset Management
California
$36K – – –
BG
905
Bollard Group
Massachusetts
$34K +$530 +3 +1%
NCM
906
Nelson Capital Management
California
$34K +$6.01K +34 +19%
PFO
907
Pathstone Family Office
New Jersey
$34K +$16.1K +91 +79%
CAM
908
Close Asset Management
United Kingdom
$34K +$36.4K +206 New
CTB
909
Country Trust Bank
Illinois
$33K – – –
GCM
910
Gables Capital Management
Florida
$33K – – –
PCIA
911
Prime Capital Investment Advisors
Kansas
$33K – – –
TL
912
TrueWealth LLC
Georgia
$33K +$9.37K +53 +36%
TC
913
Truvestments Capital
Florida
$32K +$34.1K +193 New
RFA
914
Reilly Financial Advisors
California
$31K – – –
VCM
915
Versant Capital Management
Arizona
$31K – – –
YWP
916
YorkBridge Wealth Partners
New York
$30K – – –
QCIG
917
Quad-Cities Investment Group
Iowa
$30K +$530 +3 +2%
OIA
918
OneDigital Investment Advisors
Kansas
$30K +$7.07K +40 +28%
CAC
919
Certified Advisory Corp
Florida
$30K +$9.72K +55 +42%
SIAP
920
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K – – –
M
921
MOTCO
Texas
$28K -$5.83K -33 -16%
DSI
922
Daiwa SB Investments
Japan
$28K – – –
PCG
923
Private Capital Group
Connecticut
$27K -$13.6K -77 -32%
EARNEST Partners
924
EARNEST Partners
Georgia
$27K – – –
FHA
925
First Horizon Advisors
Tennessee
$26K +$6.01K +34 +27%