We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$308K -$2.85K -48 -0.9%
MIAN
302
Mariner Independent Advisor Network
Kansas
$306K +$46.8K +787 +17%
VI
303
Vestcor Inc
New Brunswick, Canada
$300K -$35.5K -597 -10%
FC
304
FCA Corp
Texas
$298K +$119K +2,000 +63%
AWM
305
Altium Wealth Management
New York
$297K +$101K +1,695 +49%
SWM
306
Spire Wealth Management
Virginia
$293K – – –
DSAM
307
Dock Street Asset Management
Florida
$292K – – –
First Manhattan
308
First Manhattan
New York
$291K -$4.76K -80 -2%
KCM
309
Kanawha Capital Management
Virginia
$287K -$23.8K -400 -7%
KAS
310
Kestra Advisory Services
Texas
$287K +$24K +403 +9%
GC
311
Gilbert & Cook
Iowa
$284K +$7.08K +119 +2%
Vontobel Holding
312
Vontobel Holding
Switzerland
$284K +$295K +4,965 New
NERM
313
New England Research & Management
Illinois
$281K – – –
IRC
314
Investors Research Corp
Georgia
$275K – – –
AWA
315
Arete Wealth Advisors
Illinois
$270K +$36.7K +617 +15%
NEIRG
316
New England Investment & Retirement Group
Massachusetts
$269K +$279K +4,695 New
WI
317
WBI Investments
New Jersey
$268K +$278K +4,678 New
PIM
318
Perpetual Investment Management
Australia
$266K +$277K +4,651 New
Impax Asset Management Group
319
Impax Asset Management Group
United Kingdom
$262K – – –
PTC
320
Private Trust Company
Ohio
$261K – – –
V
321
Veritable
Delaware
$257K -$357 -6 -0.1%
AAM
322
Advisors Asset Management
Colorado
$257K +$192K +3,231 +259%
GWM
323
Geneos Wealth Management
Colorado
$249K -$260K -4,364 -50%
SG
324
StoneX Group
New York
$248K +$257K +4,326 New
OAM
325
Oppenheimer Asset Management
New York
$247K +$1.13K +19 +0.4%