We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$182K – – –
CT
702
Caldwell Trust
Florida
$182K – – –
OIA
703
Optimum Investment Advisors
Illinois
$182K – – –
CCAM
704
Cascades Capital Asset Management
North Carolina
$161K +$161K +2,658 New
Principal Securities
705
Principal Securities
Iowa
$160K – – –
Penserra Capital Management
706
Penserra Capital Management
California
$155K -$70.3K -1,163 -31%
EverSource Wealth Advisors
707
EverSource Wealth Advisors
Alabama
$151K +$54.2K +897 +57%
OWA
708
Opal Wealth Advisors
New York
$148K +$147K +2,431 New
Mather Group
709
Mather Group
Illinois
$137K -$26K -431 -16%
DMBA
710
Deseret Mutual Benefit Administrators
Utah
$135K +$23K +381 +21%
MassMutual Private Wealth & Trust
711
MassMutual Private Wealth & Trust
Connecticut
$127K +$10.2K +169 +9%
C
712
Covestor
United Kingdom
$125K +$604 +10 +0.5%
Steward Partners Investment Advisory
713
Steward Partners Investment Advisory
New York
$125K -$54.1K -895 -30%
T
714
TOBAM
France
$123K -$4.41K -73 -3%
LC
715
Lindbrook Capital
California
$121K -$161K -2,671 -57%
IAS
716
IMA Advisory Services
Colorado
$118K +$117K +1,944 New
Smartleaf Asset Management
717
Smartleaf Asset Management
Massachusetts
$114K -$28.1K -465 -20%
iA Global Asset Management
718
iA Global Asset Management
Quebec, Canada
$112K – – –
Clearstead Advisors
719
Clearstead Advisors
Ohio
$112K +$109K +1,808 +5,832%
MCF Advisors
720
MCF Advisors
Kentucky
$104K -$725 -12 -0.7%
Advisors Asset Management
721
Advisors Asset Management
Colorado
$97.5K +$7.37K +122 +8%
SIM
722
Sentry Investment Management
Wisconsin
$97K +$95.9K +1,587 New
UMB Bank
723
UMB Bank
Missouri
$94.2K -$90.9K -1,505 -49%
Huntington National Bank
724
Huntington National Bank
Ohio
$94.2K -$7.01K -116 -7%
ACM
725
Aster Capital Management
United Arab Emirates
$91.5K -$156K -2,588 -62%