BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
526
9258 Wealth Management
Ohio
$208K +$234K +2,164 New
ARMC
527
American Research & Management Company
Massachusetts
$203K -$325K -3,000 -59%
MAP
528
Moody Aldrich Partners
Massachusetts
$202K -$1.3K -12 -0.6%
NA
529
NewEdge Advisors
Louisiana
$201K -$205K -1,897 -48%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$200K +$6.17K +57 +3%
AIP
531
Ameritas Investment Partners
Nebraska
$198K -$1.25M -11,556 -85%
LPWM
532
Lake Point Wealth Management
Texas
$193K +$217K +2,004 New
WAM
533
Wealthspire Advisors (Maryland)
Maryland
$183K -$42.7K -394 -17%
IA
534
IFP Advisors
Florida
$174K -$11.2K -103 -5%
PHK
535
Point72 Hong Kong
Hong Kong
$159K -$99.1K -915 -36%
AIM
536
Arcadia Investment Management
Michigan
$154K – – –
PA
537
Parallel Advisors
California
$144K – – –
CG
538
Cutler Group
California
$142K -$202K -1,866 -56%
DCM
539
Dupont Capital Management
Delaware
$141K +$95.1K +878 +151%
RFC
540
Regions Financial Corp
Alabama
$136K -$1.62K -15 -1%
Korea Investment Corp
541
Korea Investment Corp
South Korea
$131K -$7.88M -72,777 -98%
LJHT
542
Laurie J. Hall Trustee
$124K – – –
TCOV
543
Trust Company of Vermont
Vermont
$121K – – –
IUHSA
544
Itau Unibanco Holding S.A.
Brazil
$116K +$132K +1,217 New
EMG
545
ETF Managers Group
New Jersey
$115K +$19.3K +178 +18%
SMFS
546
Squar Milner Financial Services
California
$112K – – –
BWM
547
Baystate Wealth Management
Massachusetts
$109K +$108 +1 +0.1%
RIM
548
Rampart Investment Management
Connecticut
$107K -$142K -1,315 -54%
CA
549
Claro Advisors
Massachusetts
$107K +$88.1K +814 New
RCAG
550
Rehmann Capital Advisory Group
Michigan
$106K -$21K -194 -15%