We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TI
476
Tidal Investments
Wisconsin
$404K -$247K -1,705 -38%
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$397K +$24.1K +166 +6%
RMC
478
Resources Management Corp
Connecticut
$396K
PP
479
Prudential plc
United Kingdom
$395K -$2.27M -15,662 -85%
BF
480
BOK Financial
Oklahoma
$391K +$6.53K +45 +2%
CT
481
Chicago Trust
Illinois
$389K -$1.02K -7 -0.3%
NW
482
NewEdge Wealth
Pennsylvania
$388K +$395K +2,721 New
AFG
483
Albion Financial Group
Utah
$387K -$59.8K -412 -13%
PWAG
484
Polaris Wealth Advisory Group
California
$386K
WA
485
WealthTrust Axiom
Pennsylvania
$382K
MMPW
486
Mitchell McLeod Pugh & Williams
Alabama
$380K
AAS
487
Avantax Advisory Services
Texas
$380K +$7.11K +49 +2%
CCP
488
Corient Capital Partners
California
$380K +$57.9K +399 +18%
BAMF
489
BI Asset Management Fondsmaeglerselskab
Denmark
$378K +$79.7K +549 +26%
P
490
Pitcairn
Pennsylvania
$371K
ECM
491
Everence Capital Management
Indiana
$370K -$382K -2,630 -50%
FTDI
492
First Trust Direct Indexing
Massachusetts
$367K +$35.3K +243 +10%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$366K -$3.48K -24 -0.9%
IC
494
Inscription Capital
Texas
$364K +$370K +2,550 New
RIM
495
Redpoint Investment Management
Australia
$361K
DDC
496
DF Dent & Co
Maryland
$361K +$2.61K +18 +0.7%
CT
497
Cambridge Trust
Massachusetts
$361K +$9K +62 +3%
PWMG
498
Prestige Wealth Management Group
New Jersey
$353K
IC
499
IEQ Capital
California
$352K +$68.5K +472 +24%
GT
500
Glenmede Trust
Pennsylvania
$350K +$101K +693 +39%