We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
551
Carmichael Hill & Associates
Maryland
$22K +$5.54K +50 +33%
LCM
552
Logan Capital Management
Pennsylvania
$22K +$22.3K +201 New
VCM
553
Versant Capital Management
Arizona
$21K
IPW
554
IronBridge Private Wealth
Texas
$21K +$111 +1 +0.5%
CI
555
CX Institutional
Indiana
$18K +$2K +18 +13%
KFP
556
KB Financial Partners
New Jersey
$18K +$18K +162 New
FNBOSM
557
First National Bank of South Miami
Florida
$17K
TFS
558
TrustCore Financial Services
Tennessee
$17K
GAM
559
Gemmer Asset Management
California
$15K
GWS
560
Glassman Wealth Services
Virginia
$15K
PMFA
561
Plante Moran Financial Advisors
Michigan
$14K -$776 -7 -5%
DAM
562
Delta Asset Management
Tennessee
$11K
EARNEST Partners
563
EARNEST Partners
Georgia
$11K
First Manhattan
564
First Manhattan
New York
$11K
DWP
565
Destiny Wealth Partners
Florida
$10K
MWP
566
Meridian Wealth Partners
Pennsylvania
$10K +$9.53K +86 New
Nisa Investment Advisors
567
Nisa Investment Advisors
Missouri
$9.09K -$432K -3,900 -5%
NIM
568
NuWave Investment Management
New Jersey
$9K -$33.9K -306 -79%
FWM
569
Focused Wealth Management
New York
$9K
ZB
570
Zions Bancorporation
Utah
$8K -$2K -18 -21%
SLF
571
Sun Life Financial
Ontario, Canada
$8K -$111 -1 -1%
CAM
572
CenterStar Asset Management
Illinois
$8K
SBL
573
Sargent Bickham Lagudis
Colorado
$8K +$2.77K +25 +49%
CFFP
574
Center for Financial Planning
Michigan
$8K +$8.09K +73 New
WP
575
WealthShield Partners
North Carolina
$8K +$8.31K +75 New