We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
251
Loomis, Sayles & Company
Massachusetts
$24K +$24.8K +553 New
THWM
252
Taylor Hoffman Wealth Management
Virginia
$23K
RFM
253
Royal Fund Management
Florida
$22K
AssetMark Inc
254
AssetMark Inc
California
$15K
HNB
255
Huntington National Bank
Ohio
$13K
SO
256
STRS Ohio
Ohio
$13K
IA
257
IFP Advisors
Florida
$13K +$4.49K +100 +50%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$13K +$13.6K +304 New
WOC
259
West Oak Capital
California
$12K
GAM
260
Guinness Asset Management
United Kingdom
$11K
PCG
261
Private Capital Group
Connecticut
$9K
PCM
262
Prelude Capital Management
New York
$7K -$39.5K -880 -84%
OFS
263
Orrstown Financial Services
Pennsylvania
$7K -$2.24K -50 -23%
AF
264
Advisornet Financial
Minnesota
$7K +$2.78K +62 +62%
KPW
265
Kore Private Wealth
New York
$7K +$6.86K +153 New
PA
266
Parallel Advisors
California
$6K
SSB
267
Sandy Spring Bank
Maryland
$6K
RCAG
268
Rehmann Capital Advisory Group
Michigan
$3.5K +$45 +1 +1%
VCM
269
Versant Capital Management
Arizona
$3K -$224 -5 -7%
BBNA
270
Bremer Bank National Association
Minnesota
$3K +$3.41K +76 New
GWM
271
Geneos Wealth Management
Colorado
$2K
HGWM
272
Harvest Group Wealth Management
Massachusetts
$2K +$2.02K +45 New
BCA
273
Berman Capital Advisors
Georgia
$2K +$2.15K +48 New
JCM
274
Julex Capital Management
Massachusetts
$1.79K
WAM
275
Wealthspire Advisors (Maryland)
Maryland
$1K +$359 +8 +67%