We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
626
Brinker Capital Investments
Pennsylvania
$2.43M +$16.8K +73 +0.7%
OPS
627
Orion Portfolio Solutions
Nebraska
$2.43M +$16.8K +73 +0.7%
CW
628
CreativeOne Wealth
Kansas
$2.42M +$465K +2,021 +24%
UF
629
Univest Financial
Pennsylvania
$2.39M +$17.9K +78 +0.8%
HWA
630
HCR Wealth Advisors
California
$2.38M +$920 +4 +0%
ATS
631
Ashton Thomas Securities
New York
$2.36M -$71.3K -310 -3%
MYIA
632
Mount Yale Investment Advisors
Colorado
$2.36M +$12.9K +56 +0.6%
ECM
633
Evergreen Capital Management
Washington
$2.35M +$2.53K +11 +0.1%
SFA
634
Sequoia Financial Advisors
Ohio
$2.32M +$194K +845 +9%
TM
635
TigerOak Management
New Mexico
$2.31M +$2.29M +9,944 New
CAM
636
Cresset Asset Management
Illinois
$2.3M -$4.23M -18,414 -65%
CFO
637
Callan Family Office
Pennsylvania
$2.3M +$2.27M +9,884 New
TMAM
638
Tokio Marine Asset Management
Japan
$2.28M +$35K +152 +2%
MCP
639
Martin Capital Partners
Oregon
$2.26M -$1.93M -8,387 -46%
WAM
640
Weiss Asset Management
Massachusetts
$2.26M +$2.23M +9,719 New
MFS
641
Mirabella Financial Services
United Kingdom
$2.25M +$2.23M +9,705 New
QC
642
Quadrature Capital
United Kingdom
$2.24M -$2M -8,679 -47%
FFG
643
Foundry Financial Group
New Hampshire
$2.19M +$230 +1 +0%
FLPIM
644
F.L. Putnam Investment Management
Massachusetts
$2.19M +$169K +737 +8%
MCM
645
MV Capital Management
Maryland
$2.15M +$920 +4 +0%
JAG
646
Journey Advisory Group
Kentucky
$2.15M – – –
AW
647
Alaethes Wealth
Nevada
$2.15M +$38.9K +169 +2%
IFWM
648
Institute for Wealth Management
Colorado
$2.15M -$4.37K -19 -0.2%
WI
649
WBI Investments
New Jersey
$2.15M +$2.12M +9,240 New
YIA
650
YHB Investment Advisors
Connecticut
$2.14M -$148K -644 -7%
24 25
26
27 28