We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
401
Lowe Wealth Advisors
Maryland
$368K – – –
SW
402
SkyOak Wealth
Michigan
$365K – – –
William Blair & Company
403
William Blair & Company
Illinois
$355K -$3.48K -41 -1%
PWMG
404
Pinnacle Wealth Management Group
Michigan
$352K – – –
Cerity Partners
405
Cerity Partners
New York
$352K +$335K +3,944 New
FC
406
FORA Capital
Florida
$350K -$129K -1,515 -28%
BBA
407
BLB&B Advisors
Pennsylvania
$348K – – –
OIA
408
OneDigital Investment Advisors
Kansas
$345K -$12.3K -145 -4%
OTL
409
Oak Thistle LLC
New York
$338K +$323K +3,801 New
SBH
410
Segall Bryant & Hamill
Illinois
$336K -$4.25K -50 -1%
MSAM
411
Moloney Securities Asset Management
Missouri
$336K +$255 +3 +0.1%
MFS
412
Mirabella Financial Services
United Kingdom
$335K -$180K -2,113 -36%
SP
413
Symmetry Partners
Connecticut
$332K – – –
VWA
414
V Wealth Advisors
Kansas
$330K -$26.9K -317 -8%
EWM
415
Evercore Wealth Management
New York
$320K – – –
TCA
416
Transcend Capital Advisors
New Jersey
$317K – – –
FIA
417
Foundations Investment Advisors
Arizona
$317K +$48.2K +567 +19%
BAMG
418
Brand Asset Management Group
Missouri
$313K +$680 +8 +0.2%
Walleye Trading
419
Walleye Trading
New York
$310K +$296K +3,488 New
IIC
420
Ironwood Investment Counsel
Arizona
$309K -$6.37K -75 -2%
Brown Advisory
421
Brown Advisory
Maryland
$309K +$6.2K +73 +2%
OPS
422
Orion Portfolio Solutions
Nebraska
$306K +$6.37K +75 +2%
LFG
423
Larson Financial Group
Missouri
$305K -$30.5K -359 -9%
NA
424
NewEdge Advisors
Louisiana
$305K – – –
Balyasny Asset Management
425
Balyasny Asset Management
Illinois
$304K -$83.9K -987 -22%