We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
HH
1051
Hilltop Holdings
Texas
$335K +$315K +1,520 New
VA
1052
Valmark Advisers
Ohio
$335K
WAM
1053
Wakefield Asset Management
Colorado
$333K +$3.52K +17 +1%
PMFA
1054
Plante Moran Financial Advisors
Michigan
$332K +$6K +29 +2%
GWA
1055
Geometric Wealth Advisors
District of Columbia
$331K
AWA
1056
Aaron Wealth Advisors
Illinois
$331K +$62.7K +303 +25%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$330K -$18.6K -90 -6%
BEI
1058
Benjamin Edwards Inc
Missouri
$328K -$135K -651 -30%
CTA
1059
Chesley Taft & Associates
Illinois
$327K -$43.9K -212 -13%
KFS
1060
Keynote Financial Services
Connecticut
$327K +$307K +1,483 New
RWP
1061
RWA Wealth Partners
Massachusetts
$325K -$14.5K -70 -5%
SEA
1062
Stegent Equity Advisors
Texas
$325K +$14.9K +72 +5%
PTC
1063
Philadelphia Trust Company
Pennsylvania
$324K +$2.9K +14 +1%
FW
1064
FullCircle Wealth
Texas
$321K +$291K +1,407 New
HWMO
1065
Heritage Wealth Management (Ohio)
Ohio
$321K
CI Investments Inc
1066
CI Investments Inc
Ontario, Canada
$319K -$5.39M -26,052 -95%
KWAG
1067
Kiely Wealth Advisory Group
North Carolina
$318K
DP
1068
Dearborn Partners
Illinois
$317K -$508K -2,453 -63%
RPWA
1069
Regent Peak Wealth Advisors
Georgia
$317K +$1.66K +8 +0.6%
SIG
1070
Stonegate Investment Group
Alabama
$315K
CC
1071
Chicago Capital
Illinois
$314K
LAM
1072
L2 Asset Management
Massachusetts
$314K +$9.93K +48 +3%
WLPWM
1073
Walled Lake Planning & Wealth Management
Illinois
$314K
QWM
1074
Quadcap Wealth Management
Texas
$313K +$293K +1,418 New
JSW
1075
Journey Strategic Wealth
New Jersey
$312K +$65.6K +317 +29%