We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
751
Sky Investment Group
Connecticut
$262K +$5.51K +100 +2%
MAFM
752
Mid Atlantic Financial Management
Pennsylvania
$261K -$99K -1,797 -25%
BIA
753
Bigelow Investment Advisors
Maine
$261K – – –
CCFCSB
754
Cape Cod Five Cents Savings Bank
Massachusetts
$261K – – –
IA
755
IndexIQ Advisors
New York
$260K +$150K +2,725 +121%
FCI
756
Financial Counselors Inc
Kansas
$258K -$91.1K -1,654 -25%
MAM
757
Morse Asset Management
Connecticut
$258K +$273K +4,955 New
FHC
758
First Heartland Consultants
Missouri
$257K +$271K +4,924 New
Verition Fund Management
759
Verition Fund Management
Connecticut
$256K -$1.95M -35,471 -88%
WFA
760
Wade Financial Advisory
California
$252K – – –
PFS
761
Prospera Financial Services
Texas
$252K +$8.81K +160 +3%
EDRH
762
Edmond de Rothschild Holding
Switzerland
$251K -$31K -562 -10%
WPW
763
Waldron Private Wealth
Pennsylvania
$251K +$33.2K +603 +14%
CM
764
Caption Management
Oklahoma
$250K +$264K +4,800 New
GW
765
GW & Wade
Massachusetts
$249K -$3.19K -58 -1%
NICM
766
Neo Ivy Capital Management
New York
$249K +$263K +4,780 New
WF
767
Welch & Forbes
Massachusetts
$245K -$113K -2,057 -30%
ST
768
Smithfield Trust
Pennsylvania
$245K +$14.3K +260 +6%
ER
769
Enlightenment Research
Florida
$245K +$259K +4,700 New
MCM
770
Manchester Capital Management
Vermont
$243K -$125K -2,272 -33%
PHAM
771
Palisades Hudson Asset Management
Florida
$243K – – –
GIP
772
Greatmark Investment Partners
Georgia
$241K – – –
TLP
773
Trinity Legacy Partners
Texas
$240K – – –
PFA
774
Pinnacle Family Advisors
Missouri
$237K – – –
CG
775
Caprock Group
Idaho
$236K -$64.1K -1,164 -20%