We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
501
Smith Salley Wealth Management
North Carolina
$254K
Bank of Nova Scotia
502
Bank of Nova Scotia
Ontario, Canada
$253K +$15.7K +490 +7%
CB
503
Chemical Bank
Michigan
$248K -$13.2K -410 -5%
ASN
504
Advisory Services Network
Georgia
$246K +$168K +5,242 +252%
UCFA
505
United Capital Financial Advisors
Texas
$244K -$9.57K -298 -4%
FIM
506
Freedom Investment Management
Connecticut
$242K -$1.54K -48 -0.7%
AssetMark Inc
507
AssetMark Inc
California
$241K -$336K -10,475 -59%
PFC
508
Phocas Financial Corp
California
$241K
MPAM
509
Murphy Pohlad Asset Management
Minnesota
$238K +$228K +7,088 New
SCP
510
Sandhill Capital Partners
New York
$237K +$226K +7,038 New
V
511
Veritable
Delaware
$237K +$226K +7,052 New
SW
512
SVB Wealth
Massachusetts
$232K -$589K -18,334 -73%
PTC
513
Petrus Trust Company
Texas
$232K +$222K +6,902 New
CF
514
CenterStar Fund
Illinois
$231K
PNC
515
Park National Corp
Ohio
$229K -$23.9K -745 -10%
EA
516
Euclid Advisors
Connecticut
$227K +$216K +6,740 New
Pacer Advisors
517
Pacer Advisors
Pennsylvania
$226K -$11.3K -352 -5%
WJA
518
Williams Jones & Associates
New York
$225K +$128K +4,000 +148%
CAN
519
Cetera Advisor Networks
California
$222K -$17.2K -535 -7%
CEP
520
Chicago Equity Partners
Illinois
$221K +$211K +6,570 New
WB
521
WesBanco Bank
West Virginia
$218K -$47.5K -1,479 -19%
FFH
522
Fairfax Financial Holdings
Ontario, Canada
$215K +$206K +6,400 New
JAM
523
Jolley Asset Management
North Carolina
$214K +$36.9K +1,150 +22%
CNFG
524
Creegan & Nassoura Financial Group
New Hampshire
$213K -$35.3K -1,100 -15%
DWT
525
Dorsey & Whitney Trust
South Dakota
$213K +$203K +6,325 New