We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
551
D.A. Davidson & Co
Montana
$895K +$885K +27,610 New
GSEP
552
Golden State Equity Partners
California
$887K +$352K +11,000 +67%
CI Investments Inc
553
CI Investments Inc
Ontario, Canada
$883K -$531K -16,570 -38%
JIC
554
Johnson Investment Counsel
Ohio
$880K -$26.3K -820 -3%
PCA
555
Peddock Capital Advisors
Massachusetts
$875K +$24K +750 +3%
MOS
556
MGO One Seven
Ohio
$860K +$4.81K +150 +0.6%
CCP
557
Corient Capital Partners
California
$849K +$57.7K +1,800 +7%
SFA
558
Souders Financial Advisors
Ohio
$845K -$2.56K -80 -0.3%
KAS
559
Kestra Advisory Services
Texas
$839K +$47.1K +1,470 +6%
HRCM
560
Hood River Capital Management
Florida
$838K +$828K +25,850 New
PWMAG
561
Pinnacle Wealth Management Advisory Group
New Jersey
$836K -$20.8K -650 -2%
RJT
562
Raymond James Trust
Florida
$833K -$40.7K -1,270 -5%
CCG
563
Capital CS Group
California
$833K +$351K +10,960 +74%
AWA
564
Alta Wealth Advisors
Massachusetts
$827K
BS
565
Banco Santander
Spain
$823K +$446K +13,920 +121%
SM
566
Sciencast Management
New Jersey
$822K +$854K +26,650 New
IA
567
IndexIQ Advisors
New York
$821K +$57K +1,780 +8%
UB
568
UMB Bank
Missouri
$812K +$2.24K +70 +0.3%
FPS
569
Fieldpoint Private Securities
Connecticut
$811K +$20.5K +640 +3%
RWA
570
Ropes Wealth Advisors
Massachusetts
$802K +$3.2K +100 +0.4%
TBA
571
Tower Bridge Advisors
Pennsylvania
$778K +$769K +24,000 New
WFC
572
Western Financial Corp
California
$766K +$82.4K +2,570 +12%
PAS
573
Park Avenue Securities
New York
$758K +$49.7K +1,550 +7%
QI
574
QS Investors
New York
$757K -$641 -20 -0.1%
DT
575
Diversified Trust
Tennessee
$747K +$160K +4,990 +28%