We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Csenge Advisory Group
Florida
$102K +$105K +6,535 New
MCIM
102
Meadow Creek Investment Management
Georgia
$99K
PCG
103
Private Capital Group
Connecticut
$91K +$2.98K +185 +3%
PCP
104
Proficio Capital Partners
Massachusetts
$85K -$6.61K -410 -7%
BC
105
Bartlett & Co
Ohio
$65K -$16.1K -1,000 -20%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$64.8K -$16.1K -1,000 -20%
MYIA
107
Mount Yale Investment Advisors
Colorado
$62K -$195K -12,085 -76%
AAM
108
Advisors Asset Management
Colorado
$60K +$17.3K +1,075 +40%
IDBONY
109
Israel Discount Bank of New York
New York
$57K -$25.4K -1,575 -31%
CTC
110
Central Trust Company
Missouri
$55K
FGAM
111
Financial Gravity Asset Management
Texas
$41K +$161 +10 +0.4%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$37K +$36.7K +2,275 New
EFSCE
113
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$242 -15 -0.7%
CAW
114
Cornerstone Advisors (Washington)
Washington
$35K +$11.6K +720 +51%
JP Morgan Chase
115
JP Morgan Chase
New York
$30K -$1.02M -63,340 -97%
PA
116
Parallel Advisors
California
$30K -$2.01K -125 -6%
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$24K -$3.14K -195 -11%
LFA
118
Legacy Financial Advisors
Kentucky
$22K +$2.34K +145 +12%
TPWA
119
TRUE Private Wealth Advisors
Oregon
$20.5K +$20.4K +1,265 New
SPIA
120
Steward Partners Investment Advisory
New York
$19K +$1.29K +80 +7%
SEI Investments
121
SEI Investments
Pennsylvania
$17K -$713K -44,250 -98%
IA
122
IFP Advisors
Florida
$17K +$2.34K +145 +16%
VFA
123
Valeo Financial Advisors
Indiana
$17K +$8.3K +515 +99%
RFC
124
Regions Financial Corp
Alabama
$15K -$3.63K -225 -20%
LWA
125
Lenox Wealth Advisors
New York
$14K -$8.14K -505 -38%