We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DW
626
Domani Wealth
Pennsylvania
$773K +$224 +1 +0%
UCFA
627
United Capital Financial Advisors
Texas
$765K -$23.1K -103 -3%
Carson Wealth (CWM LLC)
628
Carson Wealth (CWM LLC)
Nebraska
$763K +$26.9K +120 +4%
HH
629
Hilltop Holdings
Texas
$761K +$97.7K +436 +14%
AL
630
ADE LLC
Maryland
$754K
GWANC
631
Guardian Wealth Advisors (North Carolina)
North Carolina
$754K +$33.2K +148 +5%
SFI
632
SPC Financial Inc
Maryland
$750K -$10.1K -45 -1%
CFB
633
Cullen/Frost Bankers
Texas
$744K -$63K -281 -8%
IIM
634
Ipswich Investment Management
Massachusetts
$744K
CFO
635
Colony Family Offices
North Carolina
$735K -$104K -466 -12%
AFIA
636
America First Investment Advisors
Nebraska
$734K
SSB
637
Sandy Spring Bank
Maryland
$733K -$6.5K -29 -0.9%
KFS
638
Kurt F. Somerville
$728K -$22.4K -100 -3%
VBCG
639
Valley Brook Capital Group
Pennsylvania
$726K
DWA
640
Douglass Winthrop Advisors
New York
$724K
QCM
641
Quantinno Capital Management
New York
$720K -$2.91K -13 -0.4%
VF
642
Virtu Financial
New York
$711K -$1.11M -4,936 -60%
FIM
643
Fernwood Investment Management
Massachusetts
$711K
CCM
644
Cribstone Capital Management
Maine
$710K -$9.41K -42 -1%
WFC
645
Western Financial Corp
California
$705K +$195K +869 +37%
PAS
646
Park Avenue Securities
New York
$701K +$294K +1,313 +70%
TCOT
647
Trust Company of Toledo
Ohio
$699K +$20.6K +92 +3%
S
648
SignatureFD
Georgia
$698K +$24.2K +108 +4%
LFAS
649
Level Four Advisory Services
Texas
$697K -$46.2K -206 -6%
KF
650
Krilogy Financial
Missouri
$694K +$141K +627 +25%