We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
201
NewEdge Wealth
Pennsylvania
$119K +$5.92K +2,674 +4%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$118K +$83.3K +37,642 +145%
PGFC
203
Peapack-Gladstone Financial Corp
New Jersey
$117K +$23.2K +10,474 +20%
AI
204
Atria Investments
North Carolina
$114K -$338K -152,928 -71%
MIS
205
Morningstar Investment Services
Illinois
$114K -$742K -335,367 -84%
FCH
206
Freestone Capital Holdings
Washington
$111K -$831K -375,816 -86%
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$107K +$24.4K +11,037 +24%
WFI
208
West Family Investments
California
$107K +$5.72K +2,585 +5%
AAM
209
Advisors Asset Management
Colorado
$107K -$117K -52,852 -48%
JWM
210
Jeppson Wealth Management
California
$103K -$56.6K -25,600 -32%
BRWA
211
B. Riley Wealth Advisors
Florida
$101K +$6.67K +3,015 +6%
AIM
212
Aigen Investment Management
New York
$98.7K +$34.6K +15,627 +41%
JFG
213
Jefferies Financial Group
New York
$98.6K +$118K +53,292 New
MG
214
Marex Group
$98.1K +$117K +53,030 New
EF
215
Empowered Funds
Pennsylvania
$96.4K -$19.2K -8,688 -14%
EI
216
Ethic Inc
New York
$95.6K +$50.7K +22,925 +80%
HighTower Advisors
217
HighTower Advisors
Illinois
$89K -$13.1K -5,921 -11%
JFL
218
Jarislowsky, Fraser Ltd
Quebec, Canada
$87.5K +$5.55K +2,508 +6%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$86.9K -$69.9K -31,617 -40%
AA
220
AlphaMark Advisors
Kentucky
$86K +$45.5K +20,575 +79%
FAFN
221
First Affirmative Financial Network
Colorado
$83.9K +$47.4K +21,420 +89%
WG
222
Welch Group
Alabama
$81.8K
SWM
223
Spire Wealth Management
Virginia
$81K +$5.09K +2,300 +6%
VA
224
Vident Advisory
Georgia
$79.3K -$63.1K -28,520 -40%
BEAM
225
Baker Ellis Asset Management
Washington
$77.7K +$92.9K +42,000 New