We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
901
MKT Advisors
California
$321K -$3.14K -17 -1%
BFA
902
Beaumont Financial Advisors
Massachusetts
$320K +$16.4K +89 +5%
SIG
903
Stonegate Investment Group
Alabama
$320K -$76.9K -416 -19%
OIA
904
OneDigital Investment Advisors
Kansas
$318K -$31K -168 -9%
DP
905
Dearborn Partners
Illinois
$317K +$2.03K +11 +0.6%
PVI
906
Pine Valley Investments
New Jersey
$316K +$315K +1,704 New
SAM
907
Seelaus Asset Management
New Jersey
$314K +$313K +1,695 New
1SB
908
1ST Source Bank
Indiana
$314K -$3.14K -17 -1%
PVH
909
Psagot Value Holdings
Israel
$312K -$943K -5,100 -75%
PFS
910
Prospera Financial Services
Texas
$310K +$7.21K +39 +2%
1WM
911
1900 Wealth Management
Texas
$306K +$28.3K +153 +10%
WBC
912
Westpac Banking Corp
Australia
$304K -$18M -97,546 -98%
RPWA
913
Regent Peak Wealth Advisors
Georgia
$302K +$9.79K +53 +3%
MW
914
Marcum Wealth
Ohio
$300K -$164K -886 -35%
CWM
915
Chicago Wealth Management
Illinois
$299K -$17.6K -95 -6%
SFI
916
SPC Financial Inc
Maryland
$298K +$66.2K +358 +29%
PWPS
917
Pinnacle Wealth Planning Services
Ohio
$288K -$39.7K -215 -12%
IF
918
Insight Folios
North Carolina
$287K +$22.2K +120 +8%
CFP
919
Catalyst Financial Partners
Massachusetts
$285K -$23.1K -125 -8%
HAIM
920
Hunter Associates Investment Management
Pennsylvania
$285K – – –
SCM
921
Sebold Capital Management
Illinois
$284K – – –
EWA
922
EverSource Wealth Advisors
Alabama
$282K -$35.1K -190 -11%
GWA
923
Geometric Wealth Advisors
District of Columbia
$279K – – –
WA
924
Wambolt & Associates
Colorado
$279K +$31K +168 +13%
WF
925
WoodTrust Financial
Wisconsin
$279K – – –
35 36
37
38 39