We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
551
SG Americas Securities
New York
$667K -$115K -727 -15%
NFSG
552
Newbridge Financial Services Group
Florida
$663K -$1.9K -12 -0.3%
BMCM
553
Burns Matteson Capital Management
New York
$648K -$14.6K -92 -2%
UCB
554
United Community Bank
South Carolina
$646K
OIA
555
OneDigital Investment Advisors
Kansas
$641K +$81.9K +516 +15%
CIM
556
Contravisory Investment Management
Massachusetts
$632K +$24.7K +156 +4%
SFA
557
Sequoia Financial Advisors
Ohio
$630K +$109K +690 +21%
ETH
558
Exos TFP Holdings
New York
$622K +$310K +1,951 +101%
UCFA
559
United Capital Financial Advisors
Texas
$622K -$192K -1,209 -24%
CW
560
CreativeOne Wealth
Kansas
$621K -$646K -4,071 -51%
RGC
561
Roberts, Glore & Co
Illinois
$620K -$17.5K -110 -3%
SIA
562
Schechter Investment Advisors
Michigan
$615K -$71.1K -448 -10%
CFB
563
Cullen/Frost Bankers
Texas
$614K +$10.9K +69 +2%
LFA
564
Laraway Financial Advisors
Minnesota
$598K -$27.8K -175 -4%
EP
565
Edgestream Partners
New Jersey
$595K +$216K +1,361 +58%
KFSC
566
Keystone Financial Services (Colorado)
Colorado
$591K +$2.06K +13 +0.4%
JAG
567
Journey Advisory Group
Kentucky
$588K -$378K -2,383 -39%
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$588K -$31.7K -200 -5%
Lido Advisors
569
Lido Advisors
California
$588K +$249K +1,567 +74%
VI
570
Vestcor Inc
New Brunswick, Canada
$587K -$177K -1,118 -23%
AM
571
Atwater Malick
Pennsylvania
$587K
RGF
572
Retirement Guys Formula
Ohio
$579K +$23.5K +148 +4%
IAS
573
Investment Advisory Services
Texas
$577K +$159 +1 +0%
JF
574
JSF Financial
California
$573K -$76.8K -484 -12%
C1AG
575
Client 1st Advisory Group
Florida
$563K