We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
526
Capital Asset Advisory Services
Michigan
$3.41M +$153K +710 +5%
SFA
527
Sequoia Financial Advisors
Ohio
$3.41M +$938K +4,359 +40%
SCM
528
Silvant Capital Management
Georgia
$3.38M – – –
GLA
529
Great Lakes Advisors
Illinois
$3.36M -$1.3M -6,058 -29%
SEM
530
Suncoast Equity Management
Florida
$3.35M +$147K +681 +5%
AIMCA
531
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.32M +$3.21M +14,900 New
EH
532
Equitable Holdings
New York
$3.3M +$128K +596 +4%
GRP
533
Global Retirement Partners
California
$3.29M +$3.18M +14,760 New
W
534
Wealthquest
Ohio
$3.28M +$25.4K +118 +0.8%
CFO
535
Callan Family Office
Pennsylvania
$3.28M +$2.26M +10,497 +248%
RBI
536
Raiffeisen Bank International
Austria
$3.28M -$2.12M -9,843 -40%
SS
537
SBI Securities
Japan
$3.27M -$23.7K -110 -0.7%
MFG
538
Merit Financial Group
Georgia
$3.23M +$314K +1,459 +11%
SAG
539
SageView Advisory Group
California
$3.21M -$117K -544 -4%
Kovitz Investment Group Partners
540
Kovitz Investment Group Partners
Illinois
$3.2M +$311K +1,444 +11%
DWM
541
Destination Wealth Management
California
$3.16M +$15.5K +72 +0.5%
VCM
542
Verde Capital Management
Michigan
$3.1M +$165K +766 +6%
LRIC
543
Long Road Investment Counsel
Michigan
$3.08M – – –
ALMGDA
544
AG2R La Mondiale Gestion d'Actifs
France
$3.07M – – –
FGP
545
Freestone Grove Partners
California
$3.06M +$2.96M +13,729 New
PMWMG
546
Parr McKnight Wealth Management Group
Minnesota
$3.05M -$105K -487 -3%
ZBNA
547
Zions Bancorporation, National Association
Utah
$3.03M -$401K -1,863 -12%
FNBOMD
548
First National Bank of Mount Dora
Florida
$2.98M +$76.4K +355 +3%
WFC
549
Western Financial Corp
California
$2.98M -$14K -65 -0.5%
RCA
550
Roberts Capital Advisors
Colorado
$2.97M – – –