We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
76
Corient Capital Partners
California
$151K +$31.8K +7,468 +24%
AAM
77
AR Asset Management
California
$149K -$2.77K -650 -2%
SGI
78
Summit Global Investments
Utah
$146K -$2.71K -637 -2%
IFWM
79
Institute for Wealth Management
Colorado
$142K -$51.2K -12,035 -25%
QCG
80
Quadrant Capital Group
Ohio
$122K +$23.9K +5,610 +22%
LSAG
81
Lake Street Advisors Group
New Hampshire
$113K -$1.23K -288 -1%
QT
82
Quantbot Technologies
New York
$112K -$3.01K -708 -2%
E
83
Ergoteles
New York
$109K +$119K +28,013 New
EI
84
Ethic Inc
New York
$108K -$27.3K -6,403 -19%
SWM
85
Spire Wealth Management
Virginia
$105K -$3.13K -734 -3%
PCH
86
PGIM Custom Harvest
New Jersey
$104K +$2.45K +575 New
XT
87
XTX Topco
Cayman Islands
$101K +$2.12K +499 +2%
HWAM
88
Hennion & Walsh Asset Management
New Jersey
$98K +$44.3K +10,397 +70%
UBS Group
89
UBS Group
Switzerland
$97K -$7.49K -1,759 -7%
FTDI
90
First Trust Direct Indexing
Massachusetts
$95K +$104K +24,406 New
ECM
91
Evergreen Capital Management
Washington
$92K -$3.47K -816 -3%
First Trust Advisors
92
First Trust Advisors
Illinois
$89K -$131K -30,708 -57%
AWM
93
AE Wealth Management
Kansas
$84K -$1.57K -368 -2%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$83K -$1.05K -247 -1%
SRC
95
Sage Rhino Capital
California
$83K -$455 -107 -0.5%
CAM
96
Cresset Asset Management
Illinois
$83K +$13K +3,061 +17%
SW
97
SVB Wealth
Massachusetts
$81K -$375K -88,012 -81%
NCM
98
Nelson Capital Management
California
$81K -$1.5K -352 -2%
PAG
99
Private Advisor Group
New Jersey
$72K +$26.3K +6,179 +50%
NA
100
NewEdge Advisors
Louisiana
$72K +$79.2K +18,595 New