We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
Manchester Capital Management
Vermont
$108K – – –
LFA
602
Legacy Financial Advisors
Kentucky
$102K +$13.9K +511 +13%
YWP
603
YorkBridge Wealth Partners
New York
$101K – – –
AssetMark Inc
604
AssetMark Inc
California
$99K -$132K -4,873 -54%
PHK
605
Point72 Hong Kong
Hong Kong
$97K +$109K +4,006 +8,902%
PI
606
PineBridge Investments
New York
$94K -$9.53K -351 -8%
CA
607
Crewe Advisors
Utah
$86K – – –
CTC
608
Central Trust Company
Missouri
$84K -$16.8K -617 -15%
LNB
609
Ledyard National Bank
$79K – – –
IWM
610
IHT Wealth Management
Illinois
$76K +$27 +1 +0%
MA
611
MCF Advisors
Kentucky
$74K – – –
SPIA
612
Steward Partners Investment Advisory
New York
$71K +$28.2K +1,037 +53%
FANJ
613
Financial Architects (New Jersey)
New Jersey
$65K +$3.23K +119 +5%
TFS
614
TrustCore Financial Services
Tennessee
$64K +$326 +12 +0.4%
CFD
615
Creative Financial Designs
Indiana
$62K +$27 +1 +0%
SBL
616
Sargent Bickham Lagudis
Colorado
$61K +$27 +1 +0%
PG
617
Patten Group
Tennessee
$60K – – –
ZB
618
Zions Bancorporation
Utah
$56K +$63.7K +2,345 New
PCG
619
Private Capital Group
Connecticut
$54K +$54.1K +1,991 +743%
HMS
620
Hanseatic Management Services
New Mexico
$53K +$60.1K +2,211 New
AAP
621
Arax Advisory Partners
Colorado
$51K -$9.37K -345 -14%
DAM
622
Delta Asset Management
Tennessee
$50K +$2.72K +100 +5%
GLI
623
Guardian Life Insurance
New York
$49K -$23.2K -855 -29%
FPFS
624
First Personal Financial Services
North Carolina
$48K – – –
HR
625
Howe & Rusling
New York
$48K +$109 +4 +0.2%