We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Dorchester Wealth Management
Quebec, Canada
$286K -$143K -5,500 -37%
IC
352
Intersect Capital
California
$285K -$13K -500 -5%
MAFM
353
Mid Atlantic Financial Management
Pennsylvania
$279K -$16.7K -640 -6%
VCA
354
Verdence Capital Advisors
Maryland
$266K +$231K +8,860 New
NFG
355
Next Financial Group
Texas
$265K +$89K +3,420 +63%
Mariner
356
Mariner
Kansas
$260K +$226K +8,670 New
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$257K – – –
IFWM
358
Institute for Wealth Management
Colorado
$257K +$223K +8,570 New
SIAS
359
Shine Investment Advisory Services
Colorado
$253K -$59.4K -2,280 -21%
BC
360
Brinker Capital
Pennsylvania
$252K -$68.5K -2,630 -24%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$252K – – –
IPW
362
Inlet Private Wealth
Florida
$250K +$210K +8,080 New
TC
363
Telemus Capital
Michigan
$246K -$57.3K -2,200 -22%
DI
364
DFPG Investments
Utah
$245K +$198K +7,600 New
BS
365
Banco Santander
Spain
$244K +$212K +8,140 New
GIA
366
Gladstone Institutional Advisory
Florida
$241K +$209K +8,040 New
TSS
367
Two Sigma Securities
New York
$232K +$201K +7,740 New
HAG
368
HighPoint Advisor Group
Illinois
$231K -$76.5K -2,940 -30%
PP
369
Paloma Partners
Connecticut
$229K -$14.2M -546,880 -99%
RIA
370
Regal Investment Advisors
Michigan
$228K +$197K +7,580 New
HSA
371
HBK Sorce Advisory
Pennsylvania
$227K -$268K -10,280 -58%
KJHP
372
K.J. Harrison & Partners
Ontario, Canada
$225K +$195K +7,500 New
BFA
373
Benedict Financial Advisors
Georgia
$224K +$194K +7,450 New
SCM
374
Stevens Capital Management
Pennsylvania
$224K +$194K +7,470 New
ODIJL
375
One Day In July LLC
Vermont
$219K +$190K +7,300 New