We are live on ! Find out more
MCO icon

Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
751
Geneos Wealth Management
Colorado
$23K – – –
PGAM
752
Princeton Global Asset Management
New Jersey
$23K – – –
NIT
753
NumerixS Investment Technologies
British Columbia, Canada
$21K +$24.3K +100 New
SLF
754
Sun Life Financial
Ontario, Canada
$20K – – –
TA
755
Thor Advisors
New York
$20K +$23.1K +95 New
JCM
756
Jacobi Capital Management
Pennsylvania
$20K +$23.3K +96 New
PCG
757
Private Capital Group
Connecticut
$19K -$486 -2 -2%
CAC
758
Certified Advisory Corp
Florida
$19K – – –
Sowell Financial Services
759
Sowell Financial Services
Arkansas
$19K +$4.13K +17 +24%
KPCM
760
Kings Point Capital Management
New York
$19K +$22.1K +91 New
EW
761
Evoke Wealth
California
$18.2K -$8.75K -36 -30%
SWM
762
Sugarloaf Wealth Management
Georgia
$18K – – –
Farmers & Merchants Investments Inc
763
Farmers & Merchants Investments Inc
Nebraska
$17K +$486 +2 +3%
EARNEST Partners
764
EARNEST Partners
Georgia
$16K – – –
CFA
765
Carroll Financial Associates
North Carolina
$16K +$8.02K +33 +77%
Loomis, Sayles & Company
766
Loomis, Sayles & Company
Massachusetts
$15K -$59.8K -246 -78%
EFSCE
767
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$1.46K +6 +10%
CAGAS
768
Capital Advisory Group Advisory Services
Minnesota
$14K +$15.8K +65 New
WAS
769
Wesleyan Assurance Society
United Kingdom
$13K – – –
IndexIQ Advisors
770
IndexIQ Advisors
New York
$12K -$243 -1 -2%
WAP
771
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
FANJ
772
Financial Architects (New Jersey)
New Jersey
$11K -$20.7K -85 -63%
CFGS
773
Concourse Financial Group Securities
Alabama
$11K -$8.99K -37 -43%
CX Institutional
774
CX Institutional
Indiana
$11K -$486 -2 -4%
APWM
775
Atlas Private Wealth Management
New York
$11K +$243 +1 +2%