We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
176
Lebenthal Asset Management
New York
$10K +$10.3K +390 New
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$1.66K -63 -18%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$8K
DPA
179
Delphi Private Advisors
California
$8K
FNBT
180
FineMark National Bank & Trust
Florida
$8K
WA
181
Winfield Associates
Ohio
$7K -$264 -10 -4%
IA
182
IFP Advisors
Florida
$7K
MFS
183
MSI Financial Services
Massachusetts
$7K +$370 +14 +6%
LIA
184
LS Investment Advisors
Michigan
$6K
PWM
185
Perigon Wealth Management
California
$6K +$6.28K +238 New
CFA
186
Carroll Financial Associates
North Carolina
$5K -$211 -8 -3%
FANJ
187
Financial Architects (New Jersey)
New Jersey
$4K
IWMPD
188
Integrated Wealth Management (Palm Desert)
California
$4K
ASN
189
Advisory Services Network
Georgia
$3K -$3.04K -115 -53%
PMFA
190
Plante Moran Financial Advisors
Michigan
$3K
WTB
191
Washington Trust Bank
Washington
$3K
ACS
192
Archford Capital Strategies
Illinois
$2K +$79 +3 +2%
BCI
193
Brinker Capital Investments
Pennsylvania
$2K +$2.48K +94 New
PG
194
Patten Group
Tennessee
$1.27K
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$1K
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1.14K +43 New
WEC
197
Winslow Evans & Crocker
Massachusetts
$746
VAM
198
Vontobel Asset Management
New York
-$218M -8,276,107 Closed
Fidelity International
199
Fidelity International
Bermuda
-$38.3M -1,470,493 Closed
BG
200
BlackRock Group
United Kingdom
-$29.5M -1,132,000 Closed