We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1251
Halbert Hargrove Global Advisors
California
$476K -$20K -222 -4%
AAC
1252
Asset Advisors Corp
Georgia
$474K
SWM
1253
Segment Wealth Management
Texas
$474K
MCM
1254
McRae Capital Management
New Jersey
$472K +$40.6K +450 +9%
BWFM
1255
Bridgewater Wealth & Financial Management
Maryland
$470K
FC
1256
Financial Consulate
Maryland
$468K
FAG
1257
Financial Advisory Group
Texas
$463K +$271 +3 +0.1%
WHG
1258
Westwood Holdings Group
Texas
$458K +$480K +5,315 New
ASN
1259
Advisory Services Network
Georgia
$457K +$9.47K +105 +2%
FI
1260
FormulaFolio Investments
Michigan
$457K +$478K +5,297 New
HCM
1261
Hollencrest Capital Management
California
$455K -$158K -1,747 -25%
JWA
1262
JFS Wealth Advisors
Pennsylvania
$455K +$62.4K +691 +15%
GWS
1263
Glassman Wealth Services
Virginia
$454K
PFC
1264
Phocas Financial Corp
California
$454K +$80.8K +895 +20%
SFG
1265
SNS Financial Group
Minnesota
$451K -$47.8K -530 -9%
IP
1266
Investment Partners
Ohio
$443K +$90 +1 +0%
FMLI
1267
Fukoku Mutual Life Insurance
Japan
$441K -$27.1K -300 -6%
AIM
1268
Assured Investment Management
New York
$440K +$461K +5,106 New
DAS
1269
Dynamic Advisor Solutions
Arizona
$434K +$35.5K +393 +8%
PMG
1270
ProVise Management Group
Florida
$429K -$793K -8,789 -64%
PAM
1271
Private Asset Management
California
$428K +$1.08K +12 +0.2%
CCA
1272
Checchi Capital Advisers
California
$427K -$87.1K -965 -16%
NL
1273
NWAM LLC
Washington
$427K +$13.1K +145 +3%
AIC
1274
Atlantic Investment Company
Georgia
$423K
BCM
1275
Buckhead Capital Management
Georgia
$422K