We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$222K +$223K +535 New
SPWG
552
Sage Private Wealth Group
Illinois
$221K -$11.7K -28 -5%
HIA
553
Harbor Investment Advisory
Maryland
$220K +$7.91K +19 +4%
EDRH
554
Edmond de Rothschild Holding
Switzerland
$219K -$32.5K -78 -13%
DF
555
Donoghue Forlines
Massachusetts
$216K -$1.22M -2,918 -85%
PA
556
Pinnacle Associates
New York
$215K -$15K -36 -7%
TFP
557
Tilia Fiduciary Partners
North Carolina
$212K
BWM
558
Baron Wealth Management
Michigan
$211K
RMDI
559
R.M. Davis Inc
Maine
$211K -$1.25K -3 -0.6%
GI
560
GAMCO Investors
Connecticut
$210K -$10.4K -25 -5%
Bessemer Group
561
Bessemer Group
New Jersey
$209K +$62.9K +151 +43%
AIA
562
Arbor Investment Advisors
North Carolina
$208K
BEC
563
Blue Edge Capital
Virginia
$208K
MC
564
Middleton & Co
Massachusetts
$208K
IF
565
Intrua Financial
Texas
$206K -$7.91K -19 -4%
TI
566
Tidal Investments
Wisconsin
$205K +$205K +493 New
BFEC
567
Benjamin F. Edwards & Company
Missouri
$204K -$7.5K -18 -4%
LFA
568
Legacy Financial Advisors
Kentucky
$204K +$204K +491 New
HI
569
Horizon Investments
North Carolina
$203K -$377K -906 -65%
ECM
570
Estabrook Capital Management
New York
$189K -$5K -12 -3%
DAM
571
Delta Asset Management
Tennessee
$187K -$25K -60 -12%
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$171K
PP
573
PrairieView Partners
Minnesota
$166K
S
574
SignatureFD
Georgia
$156K -$15.4K -37 -9%
CT
575
Caldwell Trust
Florida
$148K