We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
751
Creative Planning
Kansas
$741K +$129K +5,841 +22%
MNBTD
752
Moody National Bank Trust Division
Texas
$738K +$707K +31,957 New
AP
753
Advisor Partners
California
$734K -$23.5K -1,060 -3%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$731K +$59.1K +2,668 +9%
WSCM
755
Wellington Shields Capital Management
New York
$730K +$89.4K +4,039 +15%
FBT
756
Founders Bank & Trust
Michigan
$728K +$67.6K +3,056 +10%
FAAS
757
First Allied Advisory Services
California
$723K -$13.4K -606 -2%
SAG
758
Sterne Agee Group
Alabama
$713K -$157K -7,083 -19%
TGA
759
Trilogy Global Advisors
Florida
$713K
ATC
760
Argent Trust Company
Louisiana
$709K +$354K +15,986 +109%
GIA
761
GHP Investment Advisors
Colorado
$703K +$59.7K +2,697 +10%
EGA
762
E&G Advisors
Texas
$703K +$674K +30,434 New
IPC
763
Independent Portfolio Consultants
Florida
$699K +$19.6K +884 +3%
NAMP
764
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$698K +$669K +30,246 New
WT
765
Whittier Trust
California
$693K -$11.3K -511 -2%
BCM
766
Bourgeon Capital Management
Connecticut
$686K +$657K +29,700 New
RGC
767
Roberts, Glore & Co
Illinois
$685K -$10.8K -488 -2%
ADBIC
768
A.D. Beadell Investment Counsel
Wisconsin
$685K
SSA
769
South Street Advisors
New York
$680K
BCM
770
Bluefin Capital Management
New York
$679K +$651K +29,408 New
MAP
771
Managed Asset Portfolios
Michigan
$678K +$650K +29,344 New
BAS
772
Brown Advisory Securities
Maryland
$677K +$395K +17,846 +155%
SGAM
773
Steinberg Global Asset Management
Florida
$674K +$15.5K +701 +2%
PMG
774
ProVise Management Group
Florida
$673K +$156K +7,069 +32%
MFS
775
MSI Financial Services
Massachusetts
$671K -$366K -16,523 -36%