We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
826
Cresset Asset Management
Illinois
$3.23M -$135K -503 -3%
CTI
827
Community Trust & Investment
Kentucky
$3.21M -$684K -2,551 -17%
OPW
828
Oxler Private Wealth
New York
$3.21M +$1.13M +4,217 +53%
EH
829
Equitable Holdings
New York
$3.21M -$1.2M -4,479 -27%
PFA
830
Pathway Financial Advisers
Indiana
$3.19M +$3.26M +12,162 New
SC
831
Slow Capital
California
$3.19M +$85K +317 +3%
S
832
SignatureFD
Georgia
$3.19M +$125K +468 +4%
LA
833
Lifeworks Advisors
Michigan
$3.18M +$104K +387 +3%
ZF
834
Zhang Financial
Michigan
$3.18M +$262K +977 +9%
ECM
835
ExodusPoint Capital Management
New York
$3.18M +$3.24M +12,095 New
GH
836
GAM Holding
Switzerland
$3.17M -$1.61K -6 -0%
SP
837
Symmetry Partners
Connecticut
$3.17M +$2.13M +7,959 +194%
OPS
838
Orion Portfolio Solutions
Nebraska
$3.17M +$179K +668 +6%
IMCOOI
839
Investment Management Corp of Ontario (IMCO)
Canada
$3.16M +$3.23M +12,048 New
GWM
840
GSB Wealth Management
Connecticut
$3.16M +$4.29K +16 +0.1%
XSC
841
X-Square Capital
Puerto Rico
$3.14M +$1.12M +4,180 +54%
JCM
842
Jacobi Capital Management
Pennsylvania
$3.14M -$35.4K -132 -1%
LIM
843
Leavell Investment Management
Alabama
$3.13M -$67K -250 -2%
BA
844
Bennicas & Associates
California
$3.13M -$40.2K -150 -1%
BA
845
Bridgewater Associates
Connecticut
$3.11M +$424K +1,583 +15%
ISB
846
Iowa State Bank
Iowa
$3.1M +$2.68K +10 +0.1%
DAS
847
Dynamic Advisor Solutions
Arizona
$3.1M -$20.6K -77 -0.6%
BKA
848
Brick & Kyle Associates
Pennsylvania
$3.1M -$15.5K -58 -0.5%
MWM
849
Mission Wealth Management
California
$3.09M +$39.1K +146 +1%
GF
850
Gries Financial
Ohio
$3.09M +$902K +3,365 +40%