We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$2.43M -$22.7K -153 -1%
WHG
302
Westwood Holdings Group
Texas
$2.41M +$387K +2,614 +21%
RBC
303
Romano Brothers & Co
Illinois
$2.38M -$9.04K -61 -0.4%
AAS
304
Avantax Advisory Services
Texas
$2.38M -$87.3K -589 -4%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$2.31M +$35.1K +237 +2%
Pacer Advisors
306
Pacer Advisors
Pennsylvania
$2.31M -$80K -540 -4%
EI
307
Ethic Inc
New York
$2.29M -$525K -3,540 -19%
BG
308
Bollard Group
Massachusetts
$2.26M -$378K -2,554 -16%
HNB
309
Huntington National Bank
Ohio
$2.25M +$82.8K +559 +4%
DWM
310
Dakota Wealth Management
Florida
$2.24M +$271K +1,829 +15%
TWA
311
TCI Wealth Advisors
Arizona
$2.21M -$1.13M -7,601 -36%
ST
312
Somerset Trust
Pennsylvania
$2.2M -$11.3K -76 -0.6%
WCM
313
Wallace Capital Management
Texas
$2.19M +$14.8K +100 +0.7%
NA
314
NewEdge Advisors
Louisiana
$2.17M -$508K -3,431 -20%
CS
315
Candriam SCA
Luxembourg
$2.15M -$83K -560 -4%
PA
316
Pinnacle Associates
New York
$2.15M +$148K +998 +7%
AWM
317
Axxcess Wealth Management
California
$2.13M -$56K -378 -3%
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$2.12M -$63.3K -427 -3%
LF
319
Lantz Financial
Illinois
$2.12M +$3.56K +24 +0.2%
MCM
320
MAI Capital Management
Ohio
$2.1M +$38.5K +260 +2%
NGA
321
Naples Global Advisors
Florida
$2.1M -$25.2K -170 -1%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$2.09M +$211K +1,427 +12%
PI
323
Pettee Investors
Connecticut
$2.08M -$47.4K -320 -2%
FMI
324
F/M Investments
District of Columbia
$2.08M -$168K -1,134 -8%
TYCC
325
Texas Yale Capital Corp
Florida
$2.07M +$7.41K +50 +0.4%