We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
JMF
751
Johnson Midwest Financial
Iowa
$4K – – –
VCM
752
Versant Capital Management
Arizona
$4K – – –
JFA
753
JNBA Financial Advisors
Minnesota
$4K +$3.54K +24 New
RA
754
Resolute Advisors
California
$4K +$3.54K +24 New
FMP
755
Financial Management Professionals
Texas
$4K +$3.84K +26 New
LWP
756
Lumature Wealth Partners
Georgia
$4K +$3.99K +27 New
EIM
757
Essex Investment Management
Massachusetts
$3K – – –
TFS
758
TrustCore Financial Services
Tennessee
$3K – – –
APWA
759
Atlas Private Wealth Advisors
New Jersey
$3K +$1.03K +7 +54%
BWA
760
BDO Wealth Advisors
Florida
$2K – – –
EW
761
Evoke Wealth
California
$2K – – –
HIA
762
Harbor Investment Advisory
Maryland
$2K – – –
TFO
763
Tarbox Family Office
California
$2K – – –
CFO
764
CVA Family Office
Colorado
$2K +$1.48K +10 New
RWM
765
Raffa Wealth Management
District of Columbia
$1.68K – – –
JWM
766
Janiczek Wealth Management
Colorado
$1K -$3.1K -21 -75%
TFM
767
TFC Financial Management
Massachusetts
$1K – – –
SWA
768
SOA Wealth Advisors
New York
$1K +$295 +2 +29%
SWG
769
Summit Wealth Group
Vermont
$1K +$591 +4 New
ED
770
Exane Derivatives
France
$459 -$439K -2,974 -100%
Vaughan Nelson Investment Management
771
Vaughan Nelson Investment Management
Texas
– -$79.6M -519,828 Closed
TPI
772
Tesco Pension Investment
United Kingdom
– -$54.8M -357,379 Closed
NIMI
773
Natixis Investment Managers International
France
– -$22.2M -144,675 Closed
TimesSquare Capital Management
774
TimesSquare Capital Management
New York
– -$18.4M -120,100 Closed
LC
775
Lunia Capital
Texas
– -$10M -65,340 Closed