We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Greenleaf Trust
551
Greenleaf Trust
Michigan
$701K +$5.92K +25 +0.8%
SAM
552
Strategy Asset Managers
California
$700K +$717K +3,027 New
Metis Global Partners
553
Metis Global Partners
California
$698K +$319K +1,349 +81%
NL
554
NVWM LLC
Pennsylvania
$696K -$4.5K -19 -0.6%
DFG
555
Demars Financial Group
Washington
$695K +$38.6K +163 +6%
CP
556
Cumberland Partners
Ontario, Canada
$694K +$710K +3,000 New
SCI
557
S&CO Inc
Massachusetts
$693K – – –
C1AG
558
Client 1st Advisory Group
Florida
$690K +$251K +1,060 +55%
Park Avenue Securities
559
Park Avenue Securities
New York
$677K -$60.4K -255 -8%
Veritable
560
Veritable
Delaware
$656K +$27.5K +116 +4%
PMG
561
ProVise Management Group
Florida
$655K -$251K -1,060 -27%
LWM
562
Lyell Wealth Management
California
$648K +$48.5K +205 +8%
Welch & Forbes
563
Welch & Forbes
Massachusetts
$647K – – –
Cowen and Company
564
Cowen and Company
New York
$645K +$216K +912 +49%
Maverick Capital
565
Maverick Capital
Texas
$636K +$651K +2,749 New
Integrated Wealth Concepts
566
Integrated Wealth Concepts
Massachusetts
$635K +$4.74K +20 +0.7%
Lido Advisors
567
Lido Advisors
California
$627K +$232K +979 +56%
Guardian Capital (Canada)
568
Guardian Capital (Canada)
Ontario, Canada
$623K +$27K +114 +4%
FA
569
FDx Advisors
Illinois
$612K -$885K -3,736 -59%
MCA
570
Magnolia Capital Advisors
Mississippi
$610K -$39.8K -168 -6%
Salem Investment Counselors
571
Salem Investment Counselors
North Carolina
$603K +$3.55K +15 +0.6%
SCF
572
Sante Capital Fund
Texas
$602K +$616K +2,602 New
MAM
573
Meeder Asset Management
Ohio
$599K +$614K +2,591 New
VCM
574
Virtue Capital Management
Tennessee
$594K +$947 +4 +0.2%
Coldstream Capital Management
575
Coldstream Capital Management
Washington
$584K +$145K +614 +32%