We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
576
Lombard Odier Asset Management (Switzerland)
Switzerland
$415K +$408K +4,907 New
ALAM
577
Asahi Life Asset Management
Japan
$410K -$75.6K -910 -16%
PFA
578
Pathway Financial Advisors
Vermont
$406K
GC
579
Globeflex Capital
California
$399K
DWM
580
Drive Wealth Management
Utah
$399K +$35.9K +432 +10%
HI
581
Horizon Investments
North Carolina
$396K -$1.9M -22,847 -83%
SS
582
Simplicity Solutions
Minnesota
$395K +$47.6K +573 +14%
CCA
583
Checchi Capital Advisers
California
$391K +$23.9K +288 +7%
FWM
584
Frontier Wealth Management
Missouri
$386K
JWCA
585
J.W. Coons Advisors
Ohio
$378K -$14.2K -171 -4%
CG
586
Caprock Group
Idaho
$375K +$127K +1,527 +53%
CT
587
Coastline Trust
Rhode Island
$366K
SCA
588
Snowden Capital Advisors
New York
$356K +$145K +1,742 +71%
SPC
589
Sigma Planning Corp
Michigan
$355K -$29.2K -352 -8%
Lido Advisors
590
Lido Advisors
California
$352K -$14K -169 -4%
P
591
Pitcairn
Pennsylvania
$348K -$23.1K -278 -6%
CPFP
592
Clear Perspectives Financial Planning
Ohio
$348K
BP
593
Ballentine Partners
Massachusetts
$348K +$341K +4,111 New
OIA
594
OneDigital Investment Advisors
Kansas
$346K +$33.9K +408 +11%
KeyBank National Association
595
KeyBank National Association
Ohio
$343K +$26.6K +320 +9%
YIH
596
Y-Intercept (HK)
Hong Kong
$342K -$344K -4,141 -51%
HIA
597
Harbor Investment Advisory
Maryland
$332K
SIM
598
Sentry Investment Management
Wisconsin
$331K -$63.3K -762 -16%
SWM
599
Spire Wealth Management
Virginia
$329K -$10.8K -130 -3%
XT
600
XTX Topco
Cayman Islands
$329K +$323K +3,889 New