We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$865K +$138K +1,940 +20%
Brown Advisory
402
Brown Advisory
Maryland
$864K -$7.31K -103 -0.9%
AR
403
Advisory Research
Illinois
$860K
GWM
404
Geneos Wealth Management
Colorado
$854K +$157K +2,213 +24%
EI
405
EDMP Inc
Florida
$849K -$56.1K -790 -6%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$841K -$105K -1,474 -11%
TFS
407
TrustCore Financial Services
Tennessee
$832K +$19.7K +277 +2%
PAMG
408
Patton Albertson Miller Group
Tennessee
$809K +$43.6K +615 +6%
TC
409
Truvestments Capital
Florida
$805K +$207K +2,922 +36%
PSF
410
Pacific Sun Financial
California
$784K +$7.1K +100 +0.9%
VF
411
Virtu Financial
New York
$766K +$744K +10,486 New
WHG
412
Westwood Holdings Group
Texas
$764K -$26.3K -370 -3%
UAS
413
United Asset Strategies
New York
$762K +$20.4K +287 +3%
GT
414
Glenview Trust
Kentucky
$741K
CBB
415
Citizens Business Bank
California
$740K -$10.9K -154 -1%
SVWAG
416
Sound View Wealth Advisors Group
Georgia
$729K -$37.9K -534 -5%
LHC
417
Little House Capital
Massachusetts
$728K +$701K +9,874 New
PG
418
Pendal Group
Australia
$728K
RBFC
419
Roman Butler Fullerton & Co
Missouri
$714K +$3.62K +51 +0.5%
CI
420
Cigna Investments
Connecticut
$714K +$49.8K +702 +7%
HH
421
Hilltop Holdings
Texas
$693K +$21.5K +303 +3%
PFC
422
Phocas Financial Corp
California
$691K
FA
423
FDx Advisors
Illinois
$690K -$2.59M -36,510 -79%
GT
424
Greenleaf Trust
Michigan
$668K +$10.2K +143 +2%
TRCT
425
Tower Research Capital (TRC)
New York
$666K +$571K +8,040 +752%