We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
426
Focused Wealth Management
New York
$24K – – –
JAM
427
Jolley Asset Management
North Carolina
$24K – – –
MAM
428
Meeder Asset Management
Ohio
$24K – – –
JIR
429
James Investment Research
Ohio
$22K – – –
JIC
430
Joel Isaacson & Co
New York
$22K – – –
RFWA
431
RPg Family Wealth Advisory
Massachusetts
$21K -$512 -13 -2%
MA
432
MUFG Americas
New York
$21K -$20K -507 -49%
AF
433
Allworth Financial
California
$21K -$4.06K -103 -17%
CPIG
434
Chicago Partners Investment Group
Illinois
$20K -$78.8K -2,000 -80%
AA
435
Apriem Advisors
California
$20K – – –
BBHC
436
Brown Brothers Harriman & Co
New York
$20K – – –
SHJ
437
Sharkey, Howes & Javer
Colorado
$20K – – –
CFS
438
Commonwealth Financial Services
West Virginia
$19K – – –
CFG
439
Citizens Financial Group
Rhode Island
$17K -$24.1K -612 -59%
DIA
440
Davidson Investment Advisors
Montana
$17K – – –
RFA
441
Reilly Financial Advisors
California
$17K – – –
DAM
442
Delta Asset Management
Tennessee
$16K – – –
IWA
443
IBEX Wealth Advisors
New Jersey
$16K +$15.4K +390 New
BKA
444
Brick & Kyle Associates
Pennsylvania
$15K – – –
KF
445
Krilogy Financial
Missouri
$15K – – –
VCM
446
Vigilant Capital Management
Maine
$15K – – –
WIM
447
Westside Investment Management
California
$14.9K +$14.4K +365 New
WC
448
Whitnell & Co
Illinois
$14K +$6.15K +156 +78%
WAM
449
Wealthspire Advisors (Maryland)
Maryland
$13K -$162K -4,107 -93%
PFSC
450
Peoples Financial Services Corp
Pennsylvania
$13K – – –