We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$918K +$37K +643 +5%
KCM
502
Kathmere Capital Management
Pennsylvania
$917K +$172K +2,988 +27%
SFA
503
Semmax Financial Advisors
North Carolina
$912K -$90.2K -1,567 -10%
ADIM
504
Alpha DNA Investment Management
Maryland
$890K +$787K +13,675 New
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$888K +$49.3K +856 +7%
CAPTRUST Financial Advisors
506
CAPTRUST Financial Advisors
North Carolina
$888K -$125K -2,177 -14%
FPWM
507
FSB Premier Wealth Management
Iowa
$886K +$153K +2,654 +24%
SL
508
Sentry LLC
Tennessee
$885K +$5.76K +100 +0.7%
MMA
509
Mizuho Markets Americas
New York
$880K +$778K +13,508 New
Kovitz Investment Group Partners
510
Kovitz Investment Group Partners
Illinois
$876K -$1.41M -24,433 -52%
BEI
511
Benjamin Edwards Inc
Missouri
$868K +$31.3K +543 +4%
GCP
512
GSA Capital Partners
United Kingdom
$865K +$765K +13,291 New
JIC
513
Johnson Investment Counsel
Ohio
$864K -$23.9K -415 -3%
CGFA
514
Colton Groome Financial Advisors
North Carolina
$855K +$756K +13,126 New
BAM
515
Boyar Asset Management
New York
$853K -$132K -2,299 -15%
AI
516
Atom Investors
Texas
$852K +$443K +7,702 +143%
TRCT
517
Tower Research Capital (TRC)
New York
$829K -$661K -11,487 -47%
CA
518
Commerzbank Aktiengesellschaft
Germany
$825K +$310K +5,387 +74%
CIA
519
Choate Investment Advisors
Massachusetts
$821K +$12.5K +217 +2%
CM
520
Crestline Management
Texas
$817K +$723K +12,554 New
AGWCA
521
Annis Gardner Whiting Capital Advisors
Florida
$816K -$231K -4,020 -24%
CFB
522
Cullen/Frost Bankers
Texas
$813K -$137K -2,381 -16%
RJT
523
Raymond James Trust
Florida
$812K +$74.8K +1,299 +12%
MHS
524
M Holdings Securities
Oregon
$810K
AG
525
Ascent Group
Virginia
$809K +$102K +1,779 +17%