We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
551
World Asset Management
Michigan
$638K -$32.2K -191 -5%
MWM
552
Modera Wealth Management
New Jersey
$636K – – –
HSA
553
HBK Sorce Advisory
Pennsylvania
$635K -$8.42K -50 -1%
LFAS
554
Level Four Advisory Services
Texas
$633K +$77.8K +462 +15%
WAM
555
Weatherly Asset Management
California
$631K -$8.42K -50 -1%
FTC
556
Farmers Trust Company
Ohio
$626K -$28.6K -170 -5%
CAPTRUST Financial Advisors
557
CAPTRUST Financial Advisors
North Carolina
$626K +$196K +1,163 +48%
CC
558
Centiva Capital
New York
$626K +$605K +3,593 New
SSWM
559
Smith Salley Wealth Management
North Carolina
$623K +$56.4K +335 +10%
SSB
560
Sandy Spring Bank
Maryland
$620K +$22.4K +133 +4%
OTPPB
561
Ontario Teachers' Pension Plan Board
Ontario, Canada
$616K +$595K +3,534 New
PFPT
562
Pinnacle Financial Partners (Tennessee)
Tennessee
$613K – – –
PWA
563
Pinnacle Wealth Advisors
Tennessee
$613K +$593K +3,520 New
SVWAG
564
Sound View Wealth Advisors Group
Georgia
$612K +$168 +1 +0%
AWM
565
AE Wealth Management
Kansas
$608K +$87.4K +519 +17%
TCM
566
Tuttle Capital Management
Connecticut
$608K +$588K +3,491 New
FHB
567
First Hawaiian Bank
Hawaii
$604K -$29.6K -176 -5%
SWM
568
Spire Wealth Management
Virginia
$603K -$97.2K -577 -14%
SWP
569
Stratos Wealth Partners
Ohio
$602K +$4.38K +26 +0.8%
WFI
570
West Family Investments
California
$600K +$580K +3,446 New
TCOT
571
Trust Company of Toledo
Ohio
$597K – – –
AL
572
ADE LLC
Maryland
$596K – – –
PP
573
Paloma Partners
Connecticut
$595K -$4.43M -26,320 -89%
LWAC
574
Laurel Wealth Advisors (California)
California
$595K -$842 -5 -0.1%
JCM
575
Jacobi Capital Management
Pennsylvania
$588K -$6.06K -36 -1%