We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
SRN Advisors
Pennsylvania
$801K -$461K -3,384 -35%
SSG
252
Summit Securities Group
New York
$800K +$22.6K +166 +3%
MCM
253
MAI Capital Management
Ohio
$796K -$20.7K -152 -2%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$787K -$15.7K -115 -2%
DG
255
DMC Group
Alabama
$784K +$155K +1,136 +23%
QP
256
Quilter Plc
United Kingdom
$781K
NFA
257
Northern Financial Advisors
Michigan
$756K -$38.9K -286 -5%
SI
258
Stephens Inc
Arkansas
$748K -$28.4K -209 -3%
VA
259
Vident Advisory
Georgia
$741K +$780K +5,733 New
PVM
260
Palogic Value Management
Texas
$741K +$12.7K +93 +2%
Nuveen
261
Nuveen
North Carolina
$732K +$25.5K +187 +3%
WFI
262
West Family Investments
California
$729K
SFO
263
Stokes Family Office
Louisiana
$727K -$30.8K -226 -4%
Vontobel Holding
264
Vontobel Holding
Switzerland
$724K
CCA
265
Checchi Capital Advisers
California
$723K -$272 -2 -0%
PCS
266
Personal CFO Solutions
New Jersey
$723K +$200K +1,471 +36%
EAM
267
Eagle Asset Management
Florida
$714K -$22.1K -162 -3%
FAFN
268
First Affirmative Financial Network
Colorado
$710K +$30.1K +221 +4%
HTC
269
Haverford Trust Company
Pennsylvania
$708K -$9.53K -70 -1%
PA
270
Profund Advisors
Maryland
$704K -$44K -323 -6%
BSAM
271
Blue Square Asset Management
New York
$700K -$240K -1,766 -25%
WI
272
WrapManager Inc
California
$692K +$146K +1,069 +25%
SRIM
273
Saratoga Research & Investment Management
California
$692K -$4.08K -30 -0.6%
SWM
274
Sendero Wealth Management
Texas
$690K +$726K +5,334 New
TWC
275
TD Waterhouse Canada
Ontario, Canada
$679K -$26K -191 -3%