We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
626
Nations Financial Group
Iowa
$549K +$5.06K +114 +1%
CG
627
Caprock Group
Idaho
$547K -$259K -5,834 -33%
BFG
628
Bleakley Financial Group
New Jersey
$543K -$5.77K -130 -1%
CM
629
Caption Management
Oklahoma
$542K +$527K +11,860 New
GLA
630
Great Lakes Advisors
Illinois
$542K -$1.2M -26,920 -69%
Envestnet Portfolio Solutions
631
Envestnet Portfolio Solutions
Illinois
$541K -$541K -12,185 -51%
GCM
632
Gallacher Capital Management
Colorado
$538K +$126K +2,842 +32%
CAM
633
Cidel Asset Management
Ontario, Canada
$538K +$522K +11,762 New
BHPW
634
Beverly Hills Private Wealth
California
$536K +$322K +7,240 +161%
BFG
635
Beacon Financial Group
Texas
$536K -$22.3K -502 -4%
SC
636
SRB Corp
Massachusetts
$533K +$74.5K +1,678 +17%
BA
637
Bristlecone Advisors
Washington
$533K
TPWA
638
TRUE Private Wealth Advisors
Oregon
$529K +$69.3K +1,560 +16%
Fiera Capital (Canada)
639
Fiera Capital (Canada)
Quebec, Canada
$526K +$511K +11,500 New
KCM
640
Kathmere Capital Management
Pennsylvania
$518K +$47.9K +1,079 +11%
DI
641
Diligent Investors
California
$518K +$7.15K +161 +1%
NSIM
642
North Star Investment Management
Illinois
$515K +$3.2K +72 +0.6%
JWCA
643
J.W. Cole Advisors
Florida
$515K +$500K +11,264 New
SI
644
Seeds Investor
New York
$514K +$499K +11,238 New
HI
645
Horizon Investments
North Carolina
$511K +$80.3K +1,809 +19%
GCP
646
GSA Capital Partners
United Kingdom
$509K +$495K +11,142 New
FAM
647
Formidable Asset Management
Ohio
$508K +$5.37K +121 +1%
PNC
648
Park National Corp
Ohio
$506K -$2.22K -50 -0.4%
GW
649
GW & Wade
Massachusetts
$503K +$489K +11,006 New
PA
650
Procyon Advisors
Connecticut
$503K +$104K +2,351 +27%