We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
701
Strategy Asset Managers
California
$48K +$48.1K +820 New
S
702
SignatureFD
Georgia
$47K -$4.63K -79 -9%
YWP
703
YorkBridge Wealth Partners
New York
$47K +$293 +5 +0.6%
RE
704
RBC Europe
United Kingdom
$46.7K – – –
LWANC
705
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K – – –
AssetMark Inc
706
AssetMark Inc
California
$42K +$6.45K +110 +18%
CIAS
707
Capital Investment Advisory Services
North Carolina
$41K -$2.87K -49 -7%
IFAM
708
Institutional & Family Asset Management
Colorado
$41K +$1.41K +24 +3%
CFGS
709
Concourse Financial Group Securities
Alabama
$40K -$11.7K -200 -22%
BCA
710
Berman Capital Advisors
Georgia
$39K +$10.9K +186 +38%
BL
711
Balentine LLC
Georgia
$38K – – –
CAW
712
Cornerstone Advisors (Washington)
Washington
$38K +$6.68K +114 +22%
JCM
713
Jacobi Capital Management
Pennsylvania
$36K -$61K -1,040 -63%
CAC
714
Certified Advisory Corp
Florida
$36K – – –
RWA
715
Ropes Wealth Advisors
Massachusetts
$34K +$33.7K +575 New
LC
716
Lindbrook Capital
California
$31K – – –
NFG
717
Next Financial Group
Texas
$30K -$112K -1,918 -79%
SLF
718
Sun Life Financial
Ontario, Canada
$30K -$20.9K -356 -41%
SFSIG
719
San Francisco Sentry Investment Group
California
$30K – – –
NFH
720
NEXT Financial Holdings
Texas
$30K +$29.4K +501 New
WPW
721
Winthrop Partners - WNY
New York
$29.9K – – –
EWM
722
Endurance Wealth Management
Rhode Island
$29K – – –
HI
723
Human Investing
Oregon
$29K – – –
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K – – –
NSB
725
Norway Savings Bank
Maine
$29K – – –