We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
351
Capstone Investment Advisors
New York
$308K +$15.9K +299 +6%
PTC
352
Private Trust Company
Ohio
$295K -$10.5K -198 -4%
TSS
353
Two Sigma Securities
New York
$295K +$276K +5,208 New
CCM
354
Coldstream Capital Management
Washington
$294K +$82.1K +1,546 +40%
AWS
355
Atria Wealth Solutions
New York
$286K +$268K +5,044 New
RIL
356
Rothschild Investment LLC
Illinois
$285K -$17.1K -322 -6%
AWM
357
Avaii Wealth Management
Wisconsin
$280K -$10.3K -194 -4%
FTIS
358
First Trust Investment Solutions
Florida
$278K -$138K -2,604 -35%
KCM
359
Kanawha Capital Management
Virginia
$266K
Vontobel Holding
360
Vontobel Holding
Switzerland
$265K +$22.7K +428 +10%
PL
361
Perpetual Ltd
Australia
$263K
UFF
362
USA Financial Formulas
Michigan
$261K -$18.6K -351 -7%
LFA
363
Legacy Financial Advisors
Kentucky
$257K +$4.09K +77 +2%
SPA
364
Sherbrooke Park Advisers
New York
$250K +$234K +4,414 New
FAIM
365
Financial Advocates Investment Management
Washington
$250K -$14.9K -280 -6%
KMWM
366
Keudell/Morrison Wealth Management
Oregon
$248K -$37.1K -699 -14%
PA
367
Procyon Advisors
Connecticut
$242K -$62.3K -1,173 -22%
VSQM
368
V-Square Quantitative Management
Illinois
$240K
TL
369
Tradewinds LLC
North Carolina
$240K +$53 +1 +0%
CG
370
Caprock Group
Idaho
$231K +$1.54K +29 +0.7%
TG
371
TCW Group
California
$224K +$210K +3,952 New
HI
372
Horizon Investments
North Carolina
$222K -$25.6K -483 -11%
PPC
373
Park Place Capital
Alabama
$221K -$74.7K -1,408 -27%
CW
374
Code Waechter
Florida
$221K +$207K +3,904 New
LF
375
Lantz Financial
Illinois
$220K -$6.95K -131 -3%