SIRI icon

SiriusXM

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$97K – – –
CTA
402
Colonial Trust Advisors
South Carolina
$97K +$6.27K +100 +7%
IAA
403
Independent Advisor Alliance
North Carolina
$96K -$3.13K -50 -3%
RC
404
RegentAtlantic Capital
New Jersey
$94K -$19.4K -309 -18%
SQA
405
Simon Quick Advisors
New Jersey
$94K – – –
WAM
406
World Asset Management
Michigan
$93K -$32.3K -515 -27%
EIP
407
Ellis Investment Partners
Pennsylvania
$93K +$188 +3 +0.2%
QTM
408
qPULA Trading Management
New York
$90K +$85.9K +1,370 New
X
409
Xponance
Pennsylvania
$88K -$368K -5,862 -81%
TPWA
410
TRUE Private Wealth Advisors
Oregon
$88K -$2.07K -33 -2%
Bessemer Group
411
Bessemer Group
New Jersey
$88K – – –
ASN
412
Advisory Services Network
Georgia
$88K +$125 +2 +0.1%
FFG
413
Fortem Financial Group
California
$86K -$9.41K -150 -10%
HSA
414
HBK Sorce Advisory
Pennsylvania
$86K -$4.08K -65 -5%
MW
415
Marcum Wealth
Ohio
$86K – – –
PP
416
Palladium Partners
Virginia
$86K – – –
IA
417
IFG Advisory
Georgia
$86K +$83K +1,323 New
Franklin Resources
418
Franklin Resources
California
$85K -$25.5K -407 -24%
DILIC
419
Dai-ichi Life Insurance Company
Japan
$85K – – –
FHA
420
Flagship Harbor Advisors
Massachusetts
$85K – – –
TFS
421
TrustCore Financial Services
Tennessee
$85K – – –
NICM
422
Neo Ivy Capital Management
New York
$84K -$25.1K -400 -24%
W
423
WealthOne
New York
$83K +$11K +176 +16%
IWA
424
IBEX Wealth Advisors
New Jersey
$82K +$78.4K +1,250 New
CFG
425
Citizens Financial Group
Rhode Island
$82K +$78.9K +1,258 New