We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
226
Rice Hall James & Associates
California
$409K -$11.7K -157 -3%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$408K +$109K +1,465 +38%
JF
228
Jump Financial
Illinois
$403K +$392K +5,272 New
CGH
229
Crossmark Global Holdings
Texas
$395K -$823K -11,057 -68%
RJT
230
Raymond James Trust
Florida
$386K -$43.4K -583 -10%
HA
231
Harfst & Associates
Wyoming
$385K -$123K -1,658 -25%
GCP
232
GSA Capital Partners
United Kingdom
$383K -$275K -3,690 -42%
PA
233
Procyon Advisors
Connecticut
$377K
RSWM
234
Robertson Stephens Wealth Management
California
$369K +$358K +4,816 New
Neuberger Berman Group
235
Neuberger Berman Group
New York
$367K -$227K -3,045 -39%
PMAM
236
Picton Mahoney Asset Management
Ontario, Canada
$362K +$352K +4,732 New
SAM
237
Securian Asset Management
Minnesota
$355K -$7.44K -100 -2%
AI
238
Atria Investments
North Carolina
$354K -$2.03M -27,312 -86%
SFM
239
Signet Financial Management
New Jersey
$344K -$7.96K -107 -2%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$343K +$18.2K +244 +6%
MP
241
McDonald Partners
Ohio
$319K -$109K -1,466 -26%
PCFFS
242
Pacific Center for Financial Services
California
$316K
Creative Planning
243
Creative Planning
Kansas
$313K +$21.3K +286 +8%
BWA
244
BlueSky Wealth Advisors
North Carolina
$313K -$5.66K -76 -2%
M&T Bank
245
M&T Bank
New York
$310K +$63.2K +849 +27%
FT
246
Fiduciary Trust
Massachusetts
$306K -$336K -4,521 -53%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$304K +$64.6K +868 +28%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$303K -$318K -4,267 -52%
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$296K -$40K -538 -12%
PVM
250
Palogic Value Management
Texas
$280K +$272K +3,653 New