We are live on ! Find out more
TRI icon

Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
251
Proficio Capital Partners
Massachusetts
$81K +$4.36K +87 +6%
IA
252
IFP Advisors
Florida
$80K -$11.9K -238 -14%
S
253
SignatureFD
Georgia
$79K +$6.26K +125 +9%
AF
254
Advisornet Financial
Minnesota
$55K – – –
RFC
255
Regions Financial Corp
Alabama
$51K +$44.3K +885 +1,029%
APP
256
Avantax Planning Partners
Iowa
$51K +$48.6K +970 New
GWS
257
Glassman Wealth Services
Virginia
$45K +$42.2K +842 New
PCM
258
Penserra Capital Management
California
$41K -$16.2K -323 -29%
TPWA
259
TRUE Private Wealth Advisors
Oregon
$37.2K +$35.1K +701 New
EWM
260
Endurance Wealth Management
Rhode Island
$32K – – –
CCMIC
261
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$31K -$12M -240,142 -100%
BWP
262
Baldwin Wealth Partners
Massachusetts
$31K – – –
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K – – –
PCG
264
Private Capital Group
Connecticut
$23K -$2.6K -52 -10%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$22K – – –
ZB
266
Zions Bancorporation
Utah
$22K +$20.4K +407 New
OSNBOA
267
Old Second National Bank of Aurora
Illinois
$21K – – –
CCMW
268
Cypress Capital Management (Wyoming)
Wyoming
$21K +$16.2K +323 +482%
MIP
269
Mondrian Investment Partners
United Kingdom
$20K -$2.1K -42 -12%
JCM
270
Jacobi Capital Management
Pennsylvania
$20K – – –
HIM
271
Hillsdale Investment Management
Ontario, Canada
$19K +$851 +17 +5%
LWM
272
Lenox Wealth Management
Ohio
$19K +$1.7K +34 +11%
CFGS
273
Concourse Financial Group Securities
Alabama
$19K +$17.6K +352 New
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$4.91K +98 +47%
ACS
275
Archford Capital Strategies
Illinois
$15K -$9.21K -184 -40%
9 10
11
12 13