We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
651
First Trust Direct Indexing
Massachusetts
$366K +$24.2K +114 +9%
CUAMC
652
China Universal Asset Management Company
China
$363K +$289K +1,359 New
IC
653
Inverness Counsel
New York
$361K +$287K +1,353 New
GFPC
654
Global Financial Private Client
Florida
$361K +$289K +1,362 +68,100%
QT
655
Quantamental Technologies
New York
$353K +$281K +1,321 New
GWA
656
GGM Wealth Advisors
Maryland
$352K +$4.25K +20 +2%
BCM
657
Boltwood Capital Management
California
$352K +$12.7K +60 +5%
PTP
658
Platform Technology Partners
New York
$351K – – –
RCWM
659
Royal Capital Wealth Management
Indiana
$350K – – –
NL
660
NWAM LLC
Washington
$350K +$25.1K +118 +10%
IWA
661
Icon Wealth Advisors
Texas
$346K +$275K +1,295 New
FWCM
662
Ferguson Wellman Capital Management
Oregon
$344K +$2.76K +13 +1%
HWM
663
HB Wealth Management
Georgia
$343K +$273K +1,286 New
IB
664
Intrust Bank
Kansas
$342K +$17.2K +81 +7%
BPA
665
Beacon Pointe Advisors
California
$341K +$2.55K +12 +1%
DU
666
Delphia (USA)
Ontario, Canada
$339K -$131K -617 -33%
MW
667
Marcum Wealth
Ohio
$336K -$1.7K -8 -0.6%
VFA
668
Valeo Financial Advisors
Indiana
$335K +$11.7K +55 +5%
CC
669
Corton Capital
Ontario, Canada
$333K -$75K -353 -22%
IAMOG
670
Investors Asset Management of Georgia
Georgia
$329K – – –
GHA
671
GW Henssler & Associates
Georgia
$325K +$39.1K +184 +18%
CI
672
Conning Inc
Connecticut
$324K -$26.3K -124 -9%
VEA
673
Virtus ETF Advisers
New York
$324K +$4.25K +20 +2%
SA
674
Syntax Advisors
New York
$323K -$2.12K -10 -0.8%
VCG
675
Vantage Consulting Group
Virginia
$323K -$2.12K -10 -0.8%