We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
401
M&R Capital Management
New Jersey
$124K – – –
FIM
402
Foresters Investment Management
New York
$113K +$113K +2,367 New
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$109K +$1.14K +24 +1%
CFA
404
Carroll Financial Associates
North Carolina
$104K -$8.38K -176 -8%
SLF
405
Sun Life Financial
Ontario, Canada
$97K +$190 +4 +0.2%
CG
406
Cutler Group
California
$92K +$91.7K +1,926 New
GT
407
Glenmede Trust
Pennsylvania
$78K +$25.7K +540 +49%
BTIS
408
BB&T Investment Services
North Carolina
$76K +$23.6K +495 +47%
GWM
409
Geneos Wealth Management
Colorado
$64K +$11.4K +240 +22%
CB
410
Community Bank
New York
$62K – – –
WAM
411
Wealthspire Advisors (Maryland)
Maryland
$61K +$2.67K +56 +5%
JFA
412
JNBA Financial Advisors
Minnesota
$59K – – –
RFA
413
Reilly Financial Advisors
California
$59K – – –
CAL
414
Capital Advisors Ltd
Ohio
$57K – – –
ST
415
Smithfield Trust
Pennsylvania
$57K – – –
MCM
416
Manchester Capital Management
Vermont
$49K – – –
Lazard Asset Management
417
Lazard Asset Management
New York
$47K – – –
DAM
418
Delta Asset Management
Tennessee
$41K – – –
AAM
419
Advisors Asset Management
Colorado
$40K -$20.5K -431 -34%
FWM
420
Focused Wealth Management
New York
$38K -$71.4K -1,500 -65%
NCM
421
New Capital Management
Texas
$38K – – –
CAW
422
Cornerstone Advisors (Washington)
Washington
$35K – – –
QCG
423
Quadrant Capital Group
Ohio
$33K +$7.23K +152 +26%
BWM
424
Baystate Wealth Management
Massachusetts
$32K – – –
VFA
425
Valeo Financial Advisors
Indiana
$32K +$31.8K +669 New