We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
– -$173K -13,319 Closed
AIA
402
AGF Investments America
Ontario, Canada
– -$172K -13,037 Closed
MML Investors Services
403
MML Investors Services
Massachusetts
– -$150K -11,388 Closed
BBP
404
Banco BTG Pactual
Brazil
– -$147K -11,320 Closed
Creative Planning
405
Creative Planning
Kansas
– -$140K -10,635 Closed
HighTower Advisors
406
HighTower Advisors
Illinois
– -$136K -10,273 Closed
HIIFS
407
Harel Insurance Investments & Financial Services
Israel
– -$132K -10,000 Closed
Bessemer Group
408
Bessemer Group
New Jersey
– -$124K -9,400 Closed
ST
409
Smithfield Trust
Pennsylvania
– -$113K -8,560 Closed
HMS
410
Hanseatic Management Services
New Mexico
– -$43K -3,281 Closed
MOS
411
MGO One Seven
Ohio
– -$23K -1,779 Closed
WANY
412
Wealthspire Advisors (New York)
New York
– -$16K -1,235 Closed
NSIM
413
North Star Investment Management
Illinois
– -$13K -1,000 Closed
IBOK
414
Independence Bank of Kentucky
Kentucky
– -$9K -698 Closed
TJHA
415
Thomas J. Herzfeld Advisors
Florida
– -$7K -527 Closed
BL
416
Balentine LLC
Georgia
– -$6K -486 Closed
PWMG
417
Prestige Wealth Management Group
New Jersey
– -$4K -285 Closed
FHA
418
First Horizon Advisors
Tennessee
– -$3K -268 Closed
MA
419
MUFG Americas
New York
– -$3K -244 Closed
GAM
420
Gemmer Asset Management
California
– -$3K -243 Closed
DWM
421
Doyle Wealth Management
Florida
– -$3K -200 Closed
PMFA
422
Plante Moran Financial Advisors
Michigan
– -$2K -150 Closed
TAIM
423
TD Ameritrade Investment Management
Nebraska
– -$1K -77 Closed
RFC
424
Regions Financial Corp
Alabama
– -$1K -50 Closed
CFA
425
Carroll Financial Associates
North Carolina
– +$13 +1 New