We are live on ! Find out more
SITC icon

SITE Centers

Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$783 -$185 -13 -18%
NA
177
NewEdge Advisors
Louisiana
$629
LC
178
Lindbrook Capital
California
$565 +$456 +32 +267%
SW
179
SVB Wealth
Massachusetts
$514 +$570 +40 New
CIAM
180
Caitong International Asset Management
Hong Kong
$488 +$285 +20 +111%
BFS
181
Bare Financial Services
Pennsylvania
$488 +$541 +38 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$450 +$499 +35 New
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$411
CFFP
184
Center for Financial Planning
Michigan
$399
SC
185
Stephens Consulting
Michigan
$386 +$427 +30 New
QC
186
Quent Capital
New York
$295
AA
187
Ancora Advisors
Ohio
$257
MCM
188
MAI Capital Management
Ohio
$257
WSFS
189
Wilmington Savings Fund Society
Delaware
$257
TWD
190
True Wealth Design
Ohio
$244 +$85 +6 +46%
AWM
191
Abound Wealth Management
Tennessee
$180 +$142 +10 +250%
BTI
192
Blue Trust Inc
Georgia
$51 -$242 -17 -81%
SWIM
193
Smallwood Wealth Investment Management
New Jersey
$51 +$57 +4 New
VCM
194
Versant Capital Management
Arizona
$39
FAM
195
Flaharty Asset Management
Florida
$26 +$28 +2 New
BCM
196
Blume Capital Management
California
$13
SS
197
Sunbelt Securities
Texas
$13
Pacer Advisors
198
Pacer Advisors
Pennsylvania
-$34.3M -2,243,077 Closed
Verition Fund Management
199
Verition Fund Management
Connecticut
-$5.5M -359,951 Closed
AP
200
Advisors Preferred
Maryland
-$2.52M -167,816 Closed