We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
ALA
551
Atlas Legacy Advisors
California
$745K +$147K +620 +25%
LCWP
552
Legacy Capital Wealth Partners
Arkansas
$735K -$22.3K -94 -3%
UAG
553
United Advisor Group
Ohio
$731K +$22.6K +95 +3%
Great Lakes Advisors
554
Great Lakes Advisors
Illinois
$731K -$415K -1,745 -37%
VSQM
555
V-Square Quantitative Management
Illinois
$721K +$55.4K +233 +9%
Meyer Handelman Company
556
Meyer Handelman Company
New York
$718K -$35.6K -150 -5%
UW
557
Unique Wealth
Florida
$718K +$50.9K +214 +8%
CG
558
Clarus Group
Texas
$717K +$10.5K +44 +2%
SWK
559
Stephen W. Kidder
$717K – – –
BFA
560
Beaumont Financial Advisors
Massachusetts
$714K -$238 -1 -0%
Boothbay Fund Management
561
Boothbay Fund Management
New York
$712K +$361K +1,518 +108%
CreativeOne Wealth
562
CreativeOne Wealth
Kansas
$708K +$167K +703 +32%
ACM
563
Aster Capital Management
United Arab Emirates
$700K +$473K +1,990 +223%
BCM
564
Buckhead Capital Management
Georgia
$698K -$1.38M -5,815 -67%
PIM
565
Plato Investment Management
Australia
$697K – – –
MM
566
MQS Management
New York
$697K +$176K +742 +35%
Fulton Bank
567
Fulton Bank
Pennsylvania
$692K -$81.5K -343 -11%
Sequoia Financial Advisors
568
Sequoia Financial Advisors
Ohio
$691K +$402K +1,690 +147%
MA
569
Mutual Advisors
Nebraska
$691K +$73.2K +308 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
570
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$690K +$675K +2,840 New
FFO
571
Fiduciary Family Office
Florida
$688K -$22.1K -93 -3%
Caxton Associates (UK)
572
Caxton Associates (UK)
$682K -$787K -3,310 -54%
JCM
573
Jacobi Capital Management
Pennsylvania
$682K +$7.13K +30 +1%
MLL
574
Moody Lynn & Lieberson
Massachusetts
$681K -$2.14K -9 -0.3%
United Capital Financial Advisors
575
United Capital Financial Advisors
Texas
$679K +$30.9K +130 +5%