We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
651
D.J. St. Germain
Massachusetts
$765K
HPCM
652
High Pointe Capital Management
Illinois
$765K
IA
653
IFP Advisors
Florida
$764K -$110K -1,441 -13%
SFA
654
Semmax Financial Advisors
North Carolina
$759K +$712K +9,363 New
W
655
WealthStone
Ohio
$758K +$207K +2,719 +41%
SFA
656
Sequoia Financial Advisors
Ohio
$755K -$116K -1,526 -14%
WFG
657
Wills Financial Group
Virginia
$755K +$264K +3,470 +59%
IB
658
Intrust Bank
Kansas
$747K +$94.8K +1,247 +16%
NIP
659
Nicholas Investment Partners
California
$741K
CL
660
CSS LLC
Illinois
$738K +$692K +9,100 New
OIA
661
OneDigital Investment Advisors
Kansas
$728K +$191K +2,514 +39%
RIM
662
Regent Investment Management
Kentucky
$725K -$343K -4,511 -34%
IAN
663
Integrated Advisors Network
Texas
$723K
SWM
664
Strategic Wealth Management
Washington
$722K +$289K +3,801 +75%
PG
665
Patten Group
Tennessee
$710K -$10.6K -140 -2%
TNBTD
666
Trustmark National Bank Trust Department
Mississippi
$710K +$665K +8,754 New
MIM
667
Martin Investment Management
Florida
$694K +$287K +3,775 +79%
RE
668
RBC Europe
United Kingdom
$684K +$5.55K +73 +0.9%
FCM
669
Fairbanks Capital Management
California
$683K
MGWM
670
Marks Group Wealth Management
Minnesota
$677K -$70.7K -930 -10%
MPCG
671
Matrix Private Capital Group
New York
$672K -$152 -2 -0%
NA
672
Navellier & Associates
Nevada
$670K +$97.8K +1,287 +18%
AIA
673
Angeles Investment Advisors
California
$670K +$149K +1,960 +31%
BCM
674
Birch Capital Management
Texas
$665K -$2.89K -38 -0.5%
DADC
675
D.A. Davidson & Co
Montana
$660K -$2.96K -39 -0.5%