We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UWS
601
Unique Wealth Strategies
Illinois
$452K +$445K +5,764 New
SFI
602
Siemens Fonds Invest
Germany
$451K -$33K -428 -7%
ECM
603
Evergreen Capital Management
Washington
$449K +$38.5K +499 +10%
TIAA Trust, National Association
604
TIAA Trust, National Association
North Carolina
$449K -$77 -1 -0%
NP
605
NorthRock Partners
Minnesota
$449K +$21.2K +274 +5%
MAS
606
Meeder Advisory Services
Ohio
$449K +$22.5K +291 +5%
CI
607
Cigna Investments
Connecticut
$446K
EP
608
Edgestream Partners
New Jersey
$442K +$120K +1,560 +38%
PCA
609
Pallas Capital Advisors
Massachusetts
$441K +$434K +5,616 New
HI
610
Humankind Investments
New York
$440K +$695 +9 +0.2%
QWM
611
Quadcap Wealth Management
Texas
$438K -$11.1K -144 -3%
MA
612
Mutual Advisors
Nebraska
$433K +$17.1K +221 +4%
DWT
613
Dorsey & Whitney Trust
South Dakota
$430K +$19K +246 +5%
PP
614
Prudential plc
United Kingdom
$426K -$2M -25,883 -83%
BSW
615
Buckingham Strategic Wealth
Missouri
$419K +$11.2K +145 +3%
AF
616
Aldebaran Financial
$419K -$38.6K -500 -9%
MWM
617
Modern Wealth Management
Kansas
$418K +$21.2K +275 +5%
ST
618
Somerset Trust
Pennsylvania
$414K
STA
619
Summit Trail Advisors
New York
$413K +$51.1K +662 +14%
OWA
620
One Wealth Advisors
California
$404K +$46.8K +606 +13%
WCA
621
Waypoint Capital Advisors
Minnesota
$403K +$1.47K +19 +0.4%
FTIS
622
First Trust Investment Solutions
Florida
$402K +$395K +5,120 New
LSAG
623
Lake Street Advisors Group
New Hampshire
$400K +$68.2K +883 +21%
RCA
624
Resonant Capital Advisors
Wisconsin
$398K +$59.1K +766 +18%
FTDI
625
First Trust Direct Indexing
Massachusetts
$396K +$51.8K +671 +15%