We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evercore Wealth Management
New York
$3K
OIA
152
OneDigital Investment Advisors
Kansas
$3K
SQA
153
Simon Quick Advisors
New Jersey
$3K
GRP
154
Global Retirement Partners
California
$3K +$562 +60 +24%
CCM
155
Covington Capital Management
California
$3K +$2.58K +275 New
AIM
156
Anchor Investment Management
South Carolina
$2.2K
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2K
CTC
158
Central Trust Company
Missouri
$2K
FMP
159
Financial Management Professionals
Texas
$2K
JCM
160
Jacobi Capital Management
Pennsylvania
$2K
TCM
161
Tradewinds Capital Management
Washington
$2K +$19 +2 +1%
IWM
162
IHT Wealth Management
Illinois
$2K +$356 +38 +20%
PA
163
Parallel Advisors
California
$1K -$468 -50 -25%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$1K
Bessemer Group
165
Bessemer Group
New Jersey
$1K
NFG
166
Next Financial Group
Texas
$1K
QI
167
QS Investors
New York
$1K
RWG
168
Regal Wealth Group
California
$1K
SSB
169
Sandy Spring Bank
Maryland
$1K +$468 +50 New
PWM
170
Perigon Wealth Management
California
$1K +$749 +80 New
BTIS
171
BB&T Investment Services
North Carolina
$1K +$806 +86 New
VFA
172
Valeo Financial Advisors
Indiana
$1K +$937 +100 New
US Bancorp
173
US Bancorp
Minnesota
$1K +$1.1K +118 New
TDC
174
Thompson Davis & Co
Virginia
$1K +$1.17K +125 New
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$462