We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Cornerstone Wealth Management
Missouri
$416K -$50.9K -1,101 -11%
SSB
427
Sandy Spring Bank
Maryland
$415K -$60.3K -1,305 -12%
IAA
428
Independent Advisor Alliance
North Carolina
$412K +$186K +4,034 +84%
BFM
429
Boston Financial Management
Massachusetts
$410K – – –
FLI
430
Family Legacy Inc
South Carolina
$407K +$128K +2,780 +43%
STA
431
Summit Trail Advisors
New York
$406K +$399K +8,636 New
RCM
432
Riverhead Capital Management
Delaware
$404K – – –
MHS
433
M Holdings Securities
Oregon
$403K +$132K +2,852 +46%
SWM
434
SeaCrest Wealth Management
New York
$402K +$419K +9,071 New
PVWM
435
Point View Wealth Management
New Jersey
$396K +$39.5K +856 +11%
GT
436
Greenleaf Trust
Michigan
$394K +$357K +7,725 +672%
IWP
437
Icon Wealth Partners
Texas
$393K +$410K +8,872 New
WPW
438
Winthrop Partners - WNY
New York
$389K +$385K +8,339 New
IWM
439
IHT Wealth Management
Illinois
$388K +$53.4K +1,157 +16%
OA
440
Oxbow Advisors
Texas
$386K – – –
BP
441
Ballentine Partners
Massachusetts
$386K +$26.1K +565 +7%
KCPG
442
Kavar Capital Partners Group
Kansas
$383K -$1.26M -27,216 -76%
HFS
443
Haverford Financial Services
Pennsylvania
$380K +$190K +4,103 +92%
TSS
444
Two Sigma Securities
New York
$380K +$396K +8,566 New
UAS
445
United Asset Strategies
New York
$376K +$392K +8,478 New
NSIM
446
North Star Investment Management
Illinois
$373K -$5.54K -120 -1%
DAM
447
Delta Asset Management
Tennessee
$370K -$22.4K -485 -6%
CBB
448
Citizens Business Bank
California
$369K – – –
SDIC
449
South Dakota Investment Council
South Dakota
$365K -$89.4K -1,936 -19%
LNB
450
Ledyard National Bank
$365K -$2.22K -48 -0.6%