We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$1.05M -$171K -65,585 -13%
FPFS
102
First Personal Financial Services
North Carolina
$905K -$583 -224 -0.1%
Mariner
103
Mariner
Kansas
$872K -$7.73K -2,967 -0.8%
LPL Financial
104
LPL Financial
California
$860K +$586K +225,099 +185%
DC
105
Davenport & Co
Virginia
$857K +$2.73K +1,046 +0.3%
Truist Financial
106
Truist Financial
North Carolina
$834K -$34.1K -13,082 -4%
Osaic Holdings
107
Osaic Holdings
Arizona
$832K +$243K +93,175 +38%
MIS
108
Morningstar Investment Services
Illinois
$829K -$861K -330,558 -50%
SIA
109
Schechter Investment Advisors
Michigan
$824K +$149K +57,139 +21%
SGI
110
Summit Global Investments
Utah
$756K +$794K +304,731 New
KeyBank National Association
111
KeyBank National Association
Ohio
$723K -$16.7K -6,416 -2%
UA
112
Unison Advisors
District of Columbia
$719K
YCM
113
Yousif Capital Management
Michigan
$635K
JWM
114
Jeppson Wealth Management
California
$622K +$99.2K +38,075 +18%
Creative Planning
115
Creative Planning
Kansas
$582K +$164K +62,925 +37%
MCC
116
Malaga Cove Capital
California
$577K +$177K +68,064 +41%
BL
117
Balentine LLC
Georgia
$535K -$5.84K -2,244 -1%
DTL
118
Dynamic Technology Lab
Singapore
$526K +$335K +128,433 +154%
APG Asset Management
119
APG Asset Management
Netherlands
$498K -$2.14M -820,200 -79%
PI
120
PineBridge Investments
New York
$492K -$294K -113,015 -36%
PA
121
Profund Advisors
Maryland
$486K -$103K -39,697 -17%
OMC
122
Old Mission Capital
Illinois
$476K +$451K +173,018 +912%
Assenagon Asset Management
123
Assenagon Asset Management
Luxembourg
$463K +$486K +186,539 New
SFA
124
Sequoia Financial Advisors
Ohio
$460K -$1.31M -503,565 -73%
Daiwa Securities Group
125
Daiwa Securities Group
Japan
$429K