We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$964K -$47K -839 -5%
VI
302
Versor Investments
New York
$950K -$577K -10,300 -40%
MFG
303
Merit Financial Group
Georgia
$942K +$149K +2,664 +21%
YDMI
304
Y.D. More Investments
Israel
$932K -$109K -1,942 -10%
USCWA
305
U.S. Capital Wealth Advisors
Texas
$926K -$7.51K -134 -0.9%
AFAS
306
Acorn Financial Advisory Services
Virginia
$917K -$128K -2,285 -13%
CGIM
307
Cannon Global Investment Management
Florida
$914K +$23.8K +425 +3%
II
308
Inspire Investing
Idaho
$911K +$822K +14,668 New
Baird Financial Group
309
Baird Financial Group
Wisconsin
$909K -$59.1K -1,055 -7%
Wealth Enhancement Advisory Services
310
Wealth Enhancement Advisory Services
Minnesota
$907K +$358K +6,390 +78%
Creative Planning
311
Creative Planning
Kansas
$897K +$42.9K +766 +6%
Jones Financial Companies
312
Jones Financial Companies
Missouri
$893K +$499K +8,904 +160%
IAS
313
IMA Advisory Services
Colorado
$886K +$799K +14,265 New
Natixis Advisors
314
Natixis Advisors
Massachusetts
$873K +$788K +14,058 New
National Bank of Canada
315
National Bank of Canada
Quebec, Canada
$860K -$73.2K -1,307 -9%
SA
316
Sanctuary Advisors
Indiana
$843K -$354K -6,317 -38%
AB
317
Amalgamated Bank
New York
$842K -$9.36K -167 -1%
TAM
318
Titleist Asset Management
Texas
$834K -$613K -10,939 -45%
LTAS
319
Linden Thomas Advisory Services
North Carolina
$831K +$5.66K +101 +0.8%
DT
320
Diversified Trust
Tennessee
$813K -$2.52K -45 -0.3%
MIM
321
MetLife Investment Management
New Jersey
$795K -$14.1K -251 -2%
MWM
322
Moran Wealth Management
Florida
$787K +$263K +4,692 +59%
HIM
323
Hillsdale Investment Management
Ontario, Canada
$772K +$106K +1,900 +18%
GAA
324
Green Alpha Advisors
Colorado
$756K -$33.6K -599 -5%
FRM
325
Fox Run Management
Connecticut
$753K +$680K +12,130 New