We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
676
Community Bank
New York
$86K +$85.3K +1,092 New
TDC
677
Thompson Davis & Co
Virginia
$85K -$68.4K -876 -45%
IWMPD
678
Integrated Wealth Management (Palm Desert)
California
$85K – – –
LNB
679
Ledyard National Bank
$85K – – –
AIC
680
Ayalon Insurance Company
Israel
$85K +$18K +230 +27%
BFEC
681
Benjamin F. Edwards & Company
Missouri
$83K +$7.81K +100 +10%
AIA
682
Allegis Investment Advisors
Idaho
$83K +$82.5K +1,057 New
GWM
683
Gupta Wealth Management
California
$80K – – –
KT
684
Kanaly Trust
Texas
$79K -$1.64K -21 -2%
WA
685
WFG Advisors
Texas
$75K +$58.6K +750 +371%
AW
686
Alpha Windward
Massachusetts
$74K -$17.5K -224 -19%
TWA
687
TCI Wealth Advisors
Arizona
$73K +$60K +768 +465%
TCOV
688
Trust Company of Vermont
Vermont
$68K +$3.9K +50 +6%
FAM
689
Formidable Asset Management
Ohio
$66K -$781 -10 -1%
PSUF
690
People's United Financial
Connecticut
$65K -$23.4K -300 -27%
WA
691
Winfield Associates
Ohio
$63K – – –
AP
692
Atwood & Palmer
Missouri
$62K – – –
KKAMG
693
Kernodle & Katon Asset Management Group
Arkansas
$60K +$59.3K +760 New
QCG
694
Quadrant Capital Group
Ohio
$59K +$37.4K +479 +137%
PMFA
695
Plante Moran Financial Advisors
Michigan
$57K -$1.01K -13 -2%
WP
696
WealthPLAN Partners
Nebraska
$54.3K +$142K +1,816 New
BBPWM
697
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
ACS
698
Archford Capital Strategies
Illinois
$53K -$12.8K -164 -20%
RGI
699
River Global Investors
United Kingdom
$50K +$50.8K +650 New
S
700
SignatureFD
Georgia
$47K +$8.59K +110 +23%
26 27
28
29 30