We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$17K – – –
OFW
427
Omnia Family Wealth
Florida
$17K +$16K +351 New
AIM
428
Acrospire Investment Management
Illinois
$17K +$16.1K +353 New
BWM
429
Baystate Wealth Management
Massachusetts
$15K +$13.2K +288 New
WAS
430
Winch Advisory Services
Wisconsin
$9K +$8.4K +184 New
PA
431
Parallel Advisors
California
$8K +$7.21K +158 New
GRP
432
Global Retirement Partners
California
$7K +$6.94K +152 New
CTC
433
Central Trust Company
Missouri
$6K – – –
VCM
434
Versant Capital Management
Arizona
$5K -$868 -19 -16%
First Manhattan
435
First Manhattan
New York
$5K – – –
FWM
436
Focused Wealth Management
New York
$5K – – –
CFG
437
Citizens Financial Group
Rhode Island
$5K +$365 +8 +9%
GBT
438
Grove Bank & Trust
Florida
$5K +$4.47K +98 New
GAM
439
Guinness Asset Management
United Kingdom
$5K +$4.75K +104 New
FNBT
440
FineMark National Bank & Trust
Florida
$4K – – –
EF
441
Empirical Finance
Pennsylvania
$4K +$3.1K +68 New
QCG
442
Quadrant Capital Group
Ohio
$3K – – –
ZB
443
Zions Bancorporation
Utah
$3K – – –
Bessemer Group
444
Bessemer Group
New Jersey
$2K – – –
CAW
445
Cornerstone Advisors (Washington)
Washington
$2K – – –
KT
446
Kanaly Trust
Texas
$2K – – –
SPIA
447
Steward Partners Investment Advisory
New York
$2K +$2.1K +46 New
WPA
448
West Paces Advisors
Georgia
$1.98K +$1.83K +40 New
WTB
449
Washington Trust Bank
Washington
$1K -$1.14K -25 -53%
GWS
450
Glassman Wealth Services
Virginia
$1K – – –