We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JG
301
Jefferies Group
New York
$11K -$11M -402,792 -100%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$11K – – –
LWA
303
Lenox Wealth Advisors
New York
$11K +$7.79K +286 +318%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$8K -$545 -20 -7%
WDL
305
Well Done LLC
Michigan
$8K +$7.49K +275 New
CHP
306
Cable Hill Partners
Oregon
$7K – – –
WTC
307
WhitTier Trust Company
Nevada
$7K – – –
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$6K -$245 -9 -4%
CB
309
Community Bank
New York
$6K – – –
FHA
310
First Horizon Advisors
Tennessee
$6K – – –
IA
311
IFP Advisors
Florida
$6K – – –
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
AssetMark Inc
314
AssetMark Inc
California
$6K +$191 +7 +3%
FMA
315
FNY Managed Accounts
New York
$6K +$6.18K +227 New
RE
316
RBC Europe
United Kingdom
$5.75K – – –
VFA
317
Valeo Financial Advisors
Indiana
$5K -$8.09K -297 -62%
HFP
318
Holistic Financial Partners
Indiana
$5K – – –
IP
319
Intellectus Partners
California
$5K – – –
PMFA
320
Plante Moran Financial Advisors
Michigan
$5K +$1.69K +62 +51%
VCM
321
Virtue Capital Management
Tennessee
$4K -$452K -16,588 -99%
VIA
322
Vantage Investment Advisors
Pennsylvania
$4K -$3.4K -125 -50%
GAM
323
Gemmer Asset Management
California
$4K – – –
IWM
324
IHT Wealth Management
Illinois
$4K – – –
PA
325
Parallel Advisors
California
$4K +$2.04K +75 +97%