We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$2.39M +$475K +2,750 +24%
SFG
527
Snider Financial Group
Washington
$2.37M +$114K +657 +5%
MFS
528
Mattson Financial Services
Michigan
$2.36M +$327K +1,892 +20%
C
529
Certuity
Florida
$2.36M +$376K +2,174 +19%
LRIC
530
Long Road Investment Counsel
Michigan
$2.35M – – –
NA
531
NewEdge Advisors
Louisiana
$2.33M +$458K +2,647 +24%
W
532
Wealthquest
Ohio
$2.33M -$16.4K -95 -0.7%
XT
533
XTX Topco
Cayman Islands
$2.29M -$10M -58,123 -81%
LTAS
534
Linden Thomas Advisory Services
North Carolina
$2.27M +$53.6K +310 +2%
MGWM
535
Marks Group Wealth Management
Minnesota
$2.24M -$1.07M -6,207 -32%
BCI
536
Brinker Capital Investments
Pennsylvania
$2.24M -$461K -2,665 -17%
SAM
537
Silvercrest Asset Management
New York
$2.23M +$16.6K +96 +0.7%
TRCT
538
Tower Research Capital (TRC)
New York
$2.22M -$5.73M -33,119 -72%
AWM
539
AE Wealth Management
Kansas
$2.21M -$3.41M -19,725 -60%
PS
540
Principal Securities
Iowa
$2.19M -$652K -3,772 -23%
CFO
541
Callan Family Office
Pennsylvania
$2.18M -$143K -826 -6%
RWP
542
RWA Wealth Partners
Massachusetts
$2.17M +$283K +1,634 +15%
MYAM
543
Meiji Yasuda Asset Management
Japan
$2.17M -$63.8K -369 -3%
PA
544
Paragon Advisors
Texas
$2.16M +$291K +1,681 +15%
WA
545
Waverly Advisors
Alabama
$2.15M -$105K -608 -5%
DT
546
Diversified Trust
Tennessee
$2.14M +$13K +75 +0.6%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$2.14M +$72.8K +421 +3%
T
548
TOBAM
France
$2.12M +$1.02M +5,915 +91%
PCG
549
Prosperity Consulting Group
Maryland
$2.11M +$17.1K +99 +0.8%
OIAM
550
OFI Invest Asset Management
France
$2.1M -$15.1M -87,453 -86%