We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$249K +$251K +639 New
IA
227
IFP Advisors
Florida
$244K -$3.15K -8 -1%
GC
228
Gilbert & Cook
Iowa
$237K +$239K +608 New
HNWAG
229
High Net Worth Advisory Group
Florida
$234K
HC
230
Henshaw Capital
Massachusetts
$224K
Vontobel Holding
231
Vontobel Holding
Switzerland
$220K +$222K +565 New
Acadian Asset Management
232
Acadian Asset Management
Massachusetts
$219K +$222K +564 New
OWM
233
OneAscent Wealth Management
Alabama
$211K -$2.75K -7 -1%
FB
234
Fulton Bank
Pennsylvania
$204K -$5.9K -15 -3%
ECM
235
Evergreen Capital Management
Washington
$203K +$205K +521 New
PA
236
Parallel Advisors
California
$176K +$4.72K +12 +3%
CUAMC
237
China Universal Asset Management Company
China
$152K -$3.93K -10 -2%
SPIA
238
Steward Partners Investment Advisory
New York
$152K +$23.2K +59 +18%
NA
239
NewEdge Advisors
Louisiana
$115K +$2.36K +6 +2%
Macquarie Group
240
Macquarie Group
Australia
$104K
Lazard Asset Management
241
Lazard Asset Management
New York
$70K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$62K +$5.9K +15 +10%
HIA
243
Harbor Investment Advisory
Maryland
$56.9K +$57.4K +146 New
LC
244
Lindbrook Capital
California
$56.1K +$1.97K +5 +4%
FHA
245
First Horizon Advisors
Tennessee
$46K +$393 +1 +0.9%
FP
246
Financial Perspectives
Minnesota
$40.5K
Loomis, Sayles & Company
247
Loomis, Sayles & Company
Massachusetts
$40K
SSG
248
Summit Securities Group
New York
$39K +$39.3K +100 New
AAM
249
Advisors Asset Management
Colorado
$39K +$39.3K +100 New
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
$38K