We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
326
First Allied Advisory Services
California
$1M +$165K +1,101 +16%
WAM
327
Weatherly Asset Management
California
$991K
CHJWM
328
Carlton Hofferkamp & Jenks Wealth Management
Texas
$986K +$54.8K +365 +5%
KWA
329
KCS Wealth Advisory
California
$973K +$47.6K +317 +4%
UCFA
330
United Capital Financial Advisors
Texas
$962K -$805K -5,366 -41%
AIM
331
Aigen Investment Management
New York
$935K +$1.1M +7,353 New
MLL
332
Moody Lynn & Lieberson
Massachusetts
$926K -$6.66M -44,387 -86%
AC
333
Addison Capital
Pennsylvania
$912K +$440K +2,935 +69%
NME
334
Notis-McConarty Edward
$908K
CAM
335
Columbia Asset Management
Michigan
$902K -$9.75K -65 -0.9%
DBRC
336
D.B. Root & Company
Pennsylvania
$898K +$101K +671 +10%
Asset Management One
337
Asset Management One
Japan
$897K -$98.6K -657 -9%
GL
338
Graypoint LLC
New York
$896K +$1.06M +7,052 New
WG
339
Watchman Group
Texas
$895K -$40.5K -270 -4%
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$892K +$64.2K +428 +6%
AWM
341
Aberdeen Wealth Management
Illinois
$888K -$6K -40 -0.6%
CT
342
Caldwell Trust
Florida
$864K -$11.1K -74 -1%
MCM
343
McKinley Capital Management
Alaska
$862K -$46.5K -310 -4%
RC
344
Roundview Capital
New Jersey
$858K -$77.7K -518 -7%
FFWA
345
FRG Family Wealth Advisors
Washington
$856K
MAFM
346
Mid Atlantic Financial Management
Pennsylvania
$842K -$421K -2,808 -30%
CSS
347
Cubist Systematic Strategies
Connecticut
$839K -$422K -2,813 -30%
PCP
348
Proficio Capital Partners
Massachusetts
$826K -$23.1K -154 -2%
CFA
349
CWS Financial Advisors
Michigan
$823K
NEI
350
Northwest & Ethical Investments
Ontario, Canada
$819K +$227K +1,510 +31%