We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
226
Pathstone Holdings
New Jersey
$675K -$56.7K -1,824 -8%
Lido Advisors
227
Lido Advisors
California
$672K -$16K -514 -2%
CIP
228
Convergence Investment Partners
Florida
$667K +$631K +20,290 New
QOP
229
Quinn Opportunity Partners
Virginia
$658K
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$649K
PCM
231
Prelude Capital Management
New York
$646K +$88.8K +2,855 +17%
SAM
232
Securian Asset Management
Minnesota
$638K -$10.1K -324 -2%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$630K +$46.2K +1,486 +9%
TCM
234
Twin Capital Management
Pennsylvania
$617K -$11.6K -374 -2%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$616K +$3.48K +112 +0.6%
TI
236
Tidal Investments
Wisconsin
$611K -$394K -12,687 -41%
SWM
237
Sendero Wealth Management
Texas
$608K -$11.5K -370 -2%
MG
238
Marex Group
$604K +$571K +18,372 New
FRM
239
Fox Run Management
Connecticut
$590K +$557K +17,928 New
FPAS
240
Focus Partners Advisor Solutions
Missouri
$568K +$502K +16,130 New
EP
241
Essential Partners
California
$557K +$373 +12 +0.1%
ACM
242
Aster Capital Management
United Arab Emirates
$542K +$513K +16,491 New
STA
243
Summit Trail Advisors
New York
$540K +$511K +16,420 New
Aviva
244
Aviva
United Kingdom
$529K +$501K +16,099 New
SCM
245
Sterling Capital Management
North Carolina
$525K -$55.8K -1,794 -10%
JSSH
246
J. Safra Sarasin Holding
$491K -$177K -5,690 -28%
BWCS
247
Beirne Wealth Consulting Services
Connecticut
$486K +$459K +14,772 New
AS
248
Altshuler Shaham
Israel
$481K +$101K +3,255 +29%
GVAG
249
Great Valley Advisor Group
Delaware
$478K -$2.05K -66 -0.5%
MC
250
Moors & Cabot
Massachusetts
$473K -$13.5K -435 -3%