We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
Conning Inc
Connecticut
$560K -$48.4K -771 -9%
QCG
652
Quadrant Capital Group
Ohio
$551K +$10.5K +167 +2%
Cerity Partners
653
Cerity Partners
New York
$547K -$3.64K -58 -0.7%
BP
654
Ballentine Partners
Massachusetts
$540K +$45.3K +722 +10%
LGA
655
Lebenthal Global Advisors
New York
$539K +$482K +7,690 New
B
656
Barings
North Carolina
$537K -$28.2K -450 -6%
MA
657
Montag & Associates
Georgia
$535K -$1.98M -31,616 -81%
TCCM
658
Timber Creek Capital Management
Massachusetts
$535K -$165K -2,625 -26%
S
659
SignatureFD
Georgia
$533K +$35.1K +559 +8%
JGGDR
660
JGP Global Gestao de Recursos
Brazil
$522K +$466K +7,437 New
CA
661
Crumly & Associates
Illinois
$514K +$218K +3,470 +90%
BU
662
BBVA USA
Alabama
$514K +$459K +7,320 New
SLF
663
Sun Life Financial
Ontario, Canada
$511K -$38.3K -611 -8%
FHA
664
Flagship Harbor Advisors
Massachusetts
$506K +$62.7K +1,000 +16%
MCG
665
MACRO Consulting Group
New Jersey
$503K +$13.1K +209 +3%
NB
666
Nicolet Bankshares
Wisconsin
$499K – – –
SIM
667
Sentry Investment Management
Wisconsin
$499K – – –
GVAG
668
Great Valley Advisor Group
Delaware
$496K +$448K +7,144 New
LA
669
Latitude Advisors
Florida
$495K +$15.8K +252 +4%
WOC
670
West Oak Capital
California
$493K – – –
BCM
671
Birmingham Capital Management
Alabama
$491K – – –
SFA
672
Sequoia Financial Advisors
Ohio
$490K +$137K +2,191 +46%
EWM
673
Elmwood Wealth Management
California
$486K +$6.27K +100 +1%
HAG
674
HighPoint Advisor Group
Illinois
$486K +$53.4K +851 +14%
IBOK
675
Independence Bank of Kentucky
Kentucky
$484K +$1.57K +25 +0.4%