We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
401
Dai-ichi Life Insurance Company
Japan
$902K -$114K -800 -11%
William Blair & Company
402
William Blair & Company
Illinois
$898K -$26.4K -186 -3%
CL
403
Choreo LLC
Illinois
$888K -$203K -1,428 -19%
DADC
404
D.A. Davidson & Co
Montana
$888K -$18.9K -133 -2%
OC
405
Oppenheimer & Co
New York
$878K -$23.7K -167 -3%
NW
406
NewEdge Wealth
Pennsylvania
$859K +$32K +225 +4%
AWM
407
Avior Wealth Management
Nebraska
$854K +$21.7K +153 +3%
IA
408
Inspire Advisors
Idaho
$847K +$239K +1,684 +40%
LFA
409
Legacy Financial Advisors
Kentucky
$824K +$34.8K +245 +5%
GT
410
Glenmede Trust
Pennsylvania
$810K -$5.78M -40,688 -88%
SC
411
Syon Capital
California
$809K +$3.27K +23 +0.4%
RA
412
Royce & Associates
New York
$808K – – –
IAN
413
Integrated Advisors Network
Texas
$800K +$8.95K +63 +1%
MWPCG
414
Measured Wealth Private Client Group
New Hampshire
$788K +$48.1K +339 +7%
CWM
415
Cordatus Wealth Management
Pennsylvania
$785K +$10.9K +77 +1%
DC
416
Davenport & Co
Virginia
$754K +$734K +5,171 New
GA
417
Greenspring Advisors
Maryland
$737K -$72K -507 -9%
Blackstone Inc
418
Blackstone Inc
New York
$732K +$713K +5,018 New
PA
419
Pinnacle Associates
New York
$701K +$104K +733 +18%
IFWM
420
Institute for Wealth Management
Colorado
$699K +$25.7K +181 +4%
EMAM
421
Encompass More Asset Management
California
$691K -$324K -2,280 -32%
SRC
422
Sage Rhino Capital
California
$674K -$97.7K -688 -13%
CIA
423
Concurrent Investment Advisors
Florida
$673K +$70.3K +495 +12%
DWT
424
Dorsey & Whitney Trust
South Dakota
$663K +$2.13K +15 +0.3%
CBU
425
CIBC Bancorp USA
Illinois
$656K +$99.3K +699 +18%