We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
601
Shine Investment Advisory Services
Colorado
$36K – – –
AssetMark Inc
602
AssetMark Inc
California
$35K +$2.93K +162 +10%
AFNAS
603
American Financial Network Advisory Services
California
$35K +$34K +1,878 New
MFW
604
Mosaic Family Wealth
Missouri
$33K +$18 +1 +0.1%
FCB
605
First Command Bank
Texas
$31K +$29.4K +1,626 New
FCFS
606
First Command Financial Services
Texas
$31K +$29.4K +1,626 New
MUS
607
Mitsubishi UFJ Securities
Japan
$30K -$30K -1,660 -51%
CJA
608
C-J Advisory
California
$30K -$3.42K -189 -11%
SMG
609
Spectrum Management Group
Indiana
$30K +$28.9K +1,599 New
RE
610
RBC Europe
United Kingdom
$28.6K +$27.5K +1,520 New
BL
611
Balentine LLC
Georgia
$28K – – –
CTC
612
Central Trust Company
Missouri
$25K +$1.61K +89 +7%
GRP
613
Global Retirement Partners
California
$24K – – –
RFA
614
Reilly Financial Advisors
California
$24K – – –
EWM
615
Evercore Wealth Management
New York
$23K – – –
WT
616
Whittier Trust
California
$21K – – –
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$20K +$11K +608 +140%
AIS
618
Accurate Investment Solutions
Pennsylvania
$19K – – –
AF
619
Arrow Financial
New York
$19K – – –
MSFP
620
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
PFBT
621
Parkside Financial Bank & Trust
Missouri
$17K -$525 -29 -3%
GT
622
Greenleaf Trust
Michigan
$17K +$16.3K +901 New
VFA
623
Virtus Fund Advisers
Connecticut
$16K -$50.3M -2,777,750 -100%
AIL
624
AGF Investments LLC
Ontario, Canada
$16K +$1.27K +70 +9%
NSIM
625
North Star Investment Management
Illinois
$15K – – –