We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Next Financial Group
Texas
$233K -$47.4K -317 -16%
Lido Advisors
402
Lido Advisors
California
$225K +$9.71K +65 +4%
SW
403
SVB Wealth
Massachusetts
$220K -$86.8K -581 -28%
HDIM
404
Hanson & Doremus Investment Management
Vermont
$217K – – –
William Blair & Company
405
William Blair & Company
Illinois
$217K +$17.9K +120 +9%
GT
406
Greenleaf Trust
Michigan
$213K +$13.7K +92 +7%
EVM
407
Eaton Vance Management
Massachusetts
$213K +$15.1K +101 +7%
DWT
408
Dorsey & Whitney Trust
South Dakota
$206K +$213K +1,423 New
Wealthfront Advisers
409
Wealthfront Advisers
California
$203K -$1.64K -11 -0.8%
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$201K +$208K +1,390 New
QCG
411
Quadrant Capital Group
Ohio
$174K – – –
SPIA
412
Steward Partners Investment Advisory
New York
$158K +$4.33K +29 +3%
SIAS
413
Shine Investment Advisory Services
Colorado
$146K – – –
LWM
414
Lenox Wealth Management
Ohio
$130K -$11.1K -74 -8%
BEI
415
Benjamin Edwards Inc
Missouri
$122K -$22.3K -149 -15%
PCM
416
Prelude Capital Management
New York
$121K -$8.07K -54 -6%
ST
417
Smithfield Trust
Pennsylvania
$116K – – –
FHA
418
First Horizon Advisors
Tennessee
$112K -$1.64K -11 -1%
ASN
419
Advisory Services Network
Georgia
$108K – – –
TRCT
420
Tower Research Capital (TRC)
New York
$107K -$82.5K -552 -43%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$101K -$3.44K -23 -3%
DAM
422
Delta Asset Management
Tennessee
$93K +$21.4K +143 +29%
MAM
423
Marquette Asset Management
Minnesota
$91K – – –
CTC
424
Central Trust Company
Missouri
$76K -$9.41K -63 -11%
QAM
425
QCI Asset Management
New York
$76K – – –