We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$269K +$244K +6,434 New
AAS
252
Avantax Advisory Services
Texas
$269K +$7.06K +186 +3%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$266K -$18.4K -484 -7%
SW
254
SteelPeak Wealth
California
$266K -$3.26K -86 -1%
DADC
255
D.A. Davidson & Co
Montana
$262K -$127K -3,338 -35%
CGH
256
Crossmark Global Holdings
Texas
$256K -$2.35K -62 -1%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$256K +$54K +1,422 +30%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$255K -$2.47K -65 -1%
WIA
259
World Investment Advisors
California
$250K -$6.34K -167 -3%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$249K +$18.4K +486 +9%
X
261
Xponance
Pennsylvania
$248K +$11.7K +307 +5%
KIM
262
Kestra Investment Management
Texas
$248K +$225K +5,929 New
PCS
263
Personal CFO Solutions
New Jersey
$247K +$224K +5,900 New
FCBT
264
First Citizens Bank & Trust
North Carolina
$246K +$223K +5,871 New
CCC
265
Chelsea Counsel Company
California
$243K
SC
266
Scotia Capital
Ontario, Canada
$238K -$426K -11,238 -66%
II
267
IFM Investors
Australia
$238K -$177K -4,655 -45%
OAM
268
Oxford Asset Management
United Kingdom
$233K +$212K +5,574 New
TCOV
269
Trust Company of Vermont
Vermont
$230K +$15.2K +400 +8%
VCM
270
Vision Capital Management
Oregon
$224K +$203K +5,357 New
Cerity Partners
271
Cerity Partners
New York
$222K +$202K +5,312 New
JG
272
Jain Global
New York
$222K +$201K +5,300 New
Corient Private Wealth
273
Corient Private Wealth
Florida
$221K -$7.29K -192 -4%
ET
274
Entropy Technologies
New York
$214K +$194K +5,103 New
USAA
275
United Services Automobile Association
Texas
$201K +$186K +4,901 New