We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
STA
676
Summit Trail Advisors
New York
$309K +$11.9K +133 +5%
ZIMP
677
Zimmermann Investment Management & Planning
Pennsylvania
$308K -$19.2K -214 -6%
AA
678
Auxano Advisors
Washington
$307K -$34.2K -381 -11%
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$306K +$146K +1,628 +108%
EAM
680
Evanson Asset Management
California
$305K +$808 +9 +0.3%
SWP
681
Stratos Wealth Partners
Ohio
$304K +$3.05K +34 +1%
BAM
682
Bellevue Asset Management
Washington
$302K
CAM
683
Cidel Asset Management
Ontario, Canada
$302K +$278K +3,095 New
AC
684
Avestar Capital
New York
$302K +$270K +3,009 New
WAM
685
Watershed Asset Management
California
$295K +$272K +3,024 New
Focus Partners Wealth
686
Focus Partners Wealth
Massachusetts
$294K +$270K +3,009 New
UCB
687
United Community Bank
South Carolina
$286K -$269 -3 -0.1%
SIA
688
Soltis Investment Advisors
Utah
$284K +$17.5K +195 +7%
RA
689
RFG Advisory
Alabama
$283K +$37.3K +415 +17%
PWM
690
Perigon Wealth Management
California
$283K -$24.8K -276 -9%
JMFC
691
J.M. Forbes & Co
Massachusetts
$281K +$18K +200 +7%
VT
692
Vise Technologies
New York
$280K +$258K +2,871 New
Wolverine Trading
693
Wolverine Trading
Illinois
$279K -$179K -1,994 -41%
DBRC
694
D.B. Root & Company
Pennsylvania
$275K -$7.1K -79 -3%
TF
695
Trek Financial
Arizona
$274K +$252K +2,805 New
CAWM
696
Capital Advisors Wealth Management
Washington
$271K +$250K +2,780 New
CAG
697
Crestwood Advisors Group
Massachusetts
$271K +$3.41K +38 +1%
DWM
698
Drive Wealth Management
Utah
$270K +$13.9K +155 +6%
Luther King Capital Management (LKCM)
699
Luther King Capital Management (LKCM)
Texas
$269K -$30.5K -340 -11%
SIM
700
Sentry Investment Management
Wisconsin
$267K -$26.4K -294 -10%