We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTIS
426
BB&T Investment Services
North Carolina
$85K +$8.7K +176 +11%
GWM
427
Geneos Wealth Management
Colorado
$76K +$8.85K +179 +13%
GT
428
Glenmede Trust
Pennsylvania
$73K -$8.15K -165 -10%
CB
429
Community Bank
New York
$65K
WAM
430
Wealthspire Advisors (Maryland)
Maryland
$64K +$445 +9 +0.7%
JFA
431
JNBA Financial Advisors
Minnesota
$62K
NCM
432
New Capital Management
Texas
$62K +$8.4K +170 +21%
CAL
433
Capital Advisors Ltd
Ohio
$60K
ST
434
Smithfield Trust
Pennsylvania
$60K
MCM
435
Manchester Capital Management
Vermont
$52K
Lazard Asset Management
436
Lazard Asset Management
New York
$49K
GLI
437
Guardian Life Insurance
New York
$45K +$13.7K +277 +45%
BAM
438
Barrett Asset Management
New York
$45K +$44.5K +900 New
DAM
439
Delta Asset Management
Tennessee
$43K
YWP
440
YorkBridge Wealth Partners
New York
$43K +$44.5K +900 New
DCM
441
Delpha Capital Management
New York
$42K +$41.3K +836 New
FPFS
442
First Personal Financial Services
North Carolina
$38K +$12.9K +262 +52%
CAW
443
Cornerstone Advisors (Washington)
Washington
$37K
VFA
444
Valeo Financial Advisors
Indiana
$37K +$3.81K +77 +12%
BWM
445
Baystate Wealth Management
Massachusetts
$35K
QCG
446
Quadrant Capital Group
Ohio
$35K +$1.33K +27 +4%
RFC
447
Regions Financial Corp
Alabama
$35K +$34.4K +697 New
SLF
448
Sun Life Financial
Ontario, Canada
$30K -$70.6K -1,428 -70%
EA
449
Edge Advisors
Georgia
$30K
WWM
450
Willingdon Wealth Management
North Carolina
$27K