We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$43K -$82.4K -1,436 -65%
AG
127
Advisor Group
Arizona
$41K -$2.92K -51 -6%
EDRH
128
Edmond de Rothschild Holding
Switzerland
$40K
SGAM
129
Smith Group Asset Management
Texas
$40K +$574 +10 +1%
SWM
130
SeaCrest Wealth Management
New York
$39K
RFC
131
Regions Financial Corp
Alabama
$37K
GT
132
Glenmede Trust
Pennsylvania
$29K -$1.32K -23 -4%
CAW
133
Cornerstone Advisors (Washington)
Washington
$27K +$4.42K +77 +19%
SIAS
134
Shine Investment Advisory Services
Colorado
$26K
BL
135
Balentine LLC
Georgia
$23K -$8.6K -150 -27%
EFSCE
136
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$6.25K -109 -22%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$21K -$2.18K -38 -9%
AIA
138
Alera Investment Advisors
Illinois
$20K +$20.4K +356 New
PGWM
139
Parisi Gray Wealth Management
New Jersey
$19K
LWM
140
Lenox Wealth Management
Ohio
$17K +$15.4K +269 +656%
JCM
141
Jacobi Capital Management
Pennsylvania
$16K
FHB
142
First Hawaiian Bank
Hawaii
$13K -$287 -5 -2%
IA
143
IFP Advisors
Florida
$10K -$8.78K -153 -46%
CAM
144
Cresset Asset Management
Illinois
$10K +$10.2K +178 New
WANY
145
Wealthspire Advisors (New York)
New York
$10K +$11K +191 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$9K -$23.9K -417 -72%
GRP
147
Global Retirement Partners
California
$8K
ST
148
Smithfield Trust
Pennsylvania
$8K
FHA
149
First Horizon Advisors
Tennessee
$7K
PCG
150
Private Capital Group
Connecticut
$7K