We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
StoneCrest Wealth Management
Arizona
$835K +$5.04K +13 +0.6%
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
$822K +$87.6K +226 +12%
JF
178
Jump Financial
Illinois
$802K +$789K +2,037 New
GC
179
Gilbert & Cook
Iowa
$793K +$8.52K +22 +1%
SMH
180
Sanders Morris Harris
Texas
$721K
FTDI
181
First Trust Direct Indexing
Massachusetts
$716K +$61.6K +159 +10%
KeyBank National Association
182
KeyBank National Association
Ohio
$698K -$22.5K -58 -3%
Vanguard Personalized Indexing Management
183
Vanguard Personalized Indexing Management
California
$698K +$133K +344 +24%
SCA
184
Snowden Capital Advisors
New York
$695K -$1.55K -4 -0.2%
CG
185
Cynosure Group
Utah
$673K +$662K +1,709 New
VFA
186
Values First Advisors
Tennessee
$666K -$143K -370 -18%
SFA
187
Sequoia Financial Advisors
Ohio
$654K -$35.6K -92 -5%
Sumitomo Mitsui Trust Group
188
Sumitomo Mitsui Trust Group
Japan
$644K -$44.6K -115 -7%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$635K +$157K +405 +33%
Ameriprise
190
Ameriprise
Minnesota
$620K +$91K +235 +18%
CI Investments Inc
191
CI Investments Inc
Ontario, Canada
$597K +$286K +738 +95%
Allianz Asset Management
192
Allianz Asset Management
Germany
$591K -$116K -300 -17%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$575K +$140K +361 +33%
LNWWM
194
Laird Norton Wetherby Wealth Management
California
$571K +$39.5K +102 +8%
William Blair & Company
195
William Blair & Company
Illinois
$569K -$269K -695 -32%
S
196
SignatureFD
Georgia
$568K +$30.2K +78 +6%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$560K +$83.7K +216 +18%
LWAM
198
Legacy Wealth Asset Management
Minnesota
$539K +$26.3K +68 +5%
QCM
199
Quantinno Capital Management
New York
$532K +$122K +316 +31%
Walleye Trading
200
Walleye Trading
New York
$516K -$2.28M -5,889 -82%