We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$675K -$3.47K -29 -0.5%
CWS
202
Confluence Wealth Services
Pennsylvania
$673K
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$671K +$20.9K +175 +3%
HWAM
204
Hennion & Walsh Asset Management
New Jersey
$659K +$147K +1,228 +30%
SAM
205
Securian Asset Management
Minnesota
$654K -$10.2K -85 -2%
MGP
206
M&G plc
United Kingdom
$649K -$124K -1,033 -16%
CI
207
Corient IA
Florida
$642K -$95.7K -800 -13%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$641K +$155K +1,295 +33%
I
209
InceptionR
California
$637K -$197K -1,648 -24%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$608K
First Trust Advisors
211
First Trust Advisors
Illinois
$607K +$93.2K +779 +19%
OF
212
Optimize Financial
California
$591K -$287K -2,395 -33%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$582K +$559K +4,673 +11,683%
CFO
214
Callan Family Office
Pennsylvania
$572K -$180K -1,508 -25%
NAM
215
NorthCrest Asset Manangement
Minnesota
$565K +$24.4K +204 +5%
X
216
Xponance
Pennsylvania
$554K -$13.9K -116 -3%
AAM
217
Advisors Asset Management
Colorado
$543K -$838 -7 -0.2%
BTW
218
Boston Trust Walden
Massachusetts
$521K +$19.9K +166 +4%
QCM
219
Qsemble Capital Management
New York
$516K +$500K +4,181 New
REMPR
220
Roof Eidam Maycock Peralta (REMP)
California
$510K
IFWM
221
Institute for Wealth Management
Colorado
$503K +$488K +4,077 New
PSP
222
Principal Street Partners
Tennessee
$502K -$486K -4,061 -50%
SFM
223
Signet Financial Management
New Jersey
$499K -$10.3K -86 -2%
OWA
224
Outlook Wealth Advisors
Texas
$490K -$5.87K -49 -1%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$482K +$30.3K +253 +7%