We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
351
Sandy Spring Bank
Maryland
$16K +$14.4K +35 New
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$13K – – –
RIA
353
RPG Investment Advisory
California
$13K – – –
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$13K +$10.3K +25 +500%
LGA
355
Lebenthal Global Advisors
New York
$13K +$12.4K +30 New
APWA
356
Atlas Private Wealth Advisors
New Jersey
$12K – – –
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
TWA
358
TCI Wealth Advisors
Arizona
$12K – – –
NSIM
359
North Star Investment Management
Illinois
$11K – – –
WWM
360
Wolff Wiese Magana
California
$11K +$10.3K +25 New
MAM
361
Meeder Asset Management
Ohio
$10K +$412 +1 +5%
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$7.83K +19 New
FTDI
363
First Trust Direct Indexing
Massachusetts
$8K +$7.42K +18 New
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.18K +15 New
VCG
365
Vantage Consulting Group
Virginia
$6K +$5.36K +13 New
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
AssetMark Inc
367
AssetMark Inc
California
$4K -$1.24K -3 -23%
BCH
368
Berkshire Capital Holdings
California
$4K – – –
GTAM
369
Global Trust Asset Management
Florida
$4K – – –
S
370
SignatureFD
Georgia
$4K – – –
JCM
371
Jacobi Capital Management
Pennsylvania
$3K -$412 -1 -14%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
VCM
373
Versant Capital Management
Arizona
$3K – – –
BAM
374
Bellevue Asset Management
Washington
$3K +$412 +1 +17%
NFSG
375
Newbridge Financial Services Group
Florida
$1K -$77.1K -187 -98%