We are live on ! Find out more
ICE icon

Intercontinental Exchange

Name Holding Trade Value Shares
Change
Change in
Stake
WT
476
Whittier Trust
California
$35K
AWM
477
AllSquare Wealth Management
New York
$35K +$34.3K +800 New
NC
478
NewSquare Capital
Pennsylvania
$32K
PMFA
479
Plante Moran Financial Advisors
Michigan
$30K +$8.57K +200 +40%
IC
480
Intersect Capital
California
$28K +$27.2K +635 New
HPBT
481
High Point Bank & Trust
North Carolina
$27K -$51.6K -1,205 -66%
KCM
482
Karp Capital Management
California
$27K +$26.8K +625 New
SIG
483
Stanford Investment Group
California
$27K +$26.8K +625 New
Loomis, Sayles & Company
484
Loomis, Sayles & Company
Massachusetts
$25K
GAM
485
Gemmer Asset Management
California
$24K
CFG
486
CKW Financial Group
Hawaii
$22K
CPIG
487
Chicago Partners Investment Group
Illinois
$22K +$21.4K +500 New
MBT
488
Monroe Bank & Trust
Michigan
$22K +$21.4K +500 New
HFM
489
Hartford Financial Management
Connecticut
$21K
JWA
490
JFS Wealth Advisors
Pennsylvania
$21K +$12.6K +295 +155%
UFA
491
US Financial Advisors
Massachusetts
$21K +$20.1K +470 New
ST
492
Smithfield Trust
Pennsylvania
$20K
MFBTD
493
MB Financial Bank - Trust Department
Illinois
$20K +$5.36K +125 +38%
SSB
494
Sandy Spring Bank
Maryland
$18K +$4.93K +115 +39%
GWS
495
Glassman Wealth Services
Virginia
$16K +$15.9K +370 New
NFG
496
Next Financial Group
Texas
$15K
TFO
497
Tarbox Family Office
California
$15K
PSC
498
Prentiss Smith & Co
Vermont
$12K +$11.8K +275 New
AF
499
Arrow Financial
New York
$11K -$3.64K -85 -25%
IMS
500
Index Management Solutions
Pennsylvania
$11K -$1.5K -35 -12%