We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
501
BBVA USA Bancshares
Texas
$208K +$205K +3,028 New
MAP
502
Moody Aldrich Partners
Massachusetts
$206K -$28.1K -414 -12%
CNBT
503
Canandaigua National Bank & Trust
New York
$205K +$202K +2,980 New
EWM
504
Evermay Wealth Management
Virginia
$203K +$200K +2,950 New
AIP
505
Ameritas Investment Partners
Nebraska
$202K
Cerity Partners
506
Cerity Partners
New York
$202K +$199K +2,940 New
YIA
507
YHB Investment Advisors
Connecticut
$201K +$198K +2,920 New
Rockefeller Capital Management
508
Rockefeller Capital Management
New York
$194K +$182K +2,685 +2,081%
AC
509
Avestar Capital
New York
$192K +$73.8K +1,088 +55%
BAM
510
Belpointe Asset Management
Nevada
$170K +$168K +2,472 New
LFASL
511
Lugano Financial Advisors SA (LFA)
Switzerland
$169K
JCM
512
Jacobi Capital Management
Pennsylvania
$151K -$80.5K -1,186 -35%
IUHSA
513
Itau Unibanco Holding S.A.
Brazil
$149K
LFG
514
LifePlan Financial Group
Ohio
$146K
QCG
515
Quadrant Capital Group
Ohio
$141K +$68K +1,003 +91%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$138K
WTB
517
Washington Trust Bank
Washington
$110K
FMLI
518
Fukoku Mutual Life Insurance
Japan
$102K
GWM
519
Geneos Wealth Management
Colorado
$98K -$19.1K -282 -16%
S
520
SignatureFD
Georgia
$97K +$9.36K +138 +11%
FMT
521
First Mercantile Trust
Tennessee
$94K -$27.8K -410 -23%
Acadian Asset Management
522
Acadian Asset Management
Massachusetts
$93K -$29.3K -432 -24%
SWM
523
SeaCrest Wealth Management
New York
$91K -$21.8K -322 -20%
SWA
524
Sutton Wealth Advisors
Florida
$90K
FWM
525
Focused Wealth Management
New York
$89K -$54.3K -800 -38%