We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
401
Wealthspire Advisors (New York)
New York
$357K +$376K +6,670 New
EFS
402
Essex Financial Services
Connecticut
$357K +$183K +3,242 +90%
CFM
403
Comprehensive Financial Management
California
$353K
OAM
404
Ostrum Asset Management
France
$345K -$28.3K -502 -7%
JCIA
405
Jackson Creek Investment Advisors
Colorado
$338K -$21.1K -375 -6%
IIA
406
IPG Investment Advisors
California
$333K +$56.4K +1,000 +19%
TRCT
407
Tower Research Capital (TRC)
New York
$331K +$281K +4,988 +416%
Bank Julius Baer & Co
408
Bank Julius Baer & Co
Switzerland
$323K -$148K -2,633 -33%
N
409
Natixis
France
$322K -$7.07M -125,380 -95%
CF
410
Centaurus Financial
California
$321K -$111K -1,970 -25%
KI
411
Kapitalo Investimentos
Brazil
$320K +$338K +5,985 New
RFC
412
Regions Financial Corp
Alabama
$319K -$1.8M -31,989 -84%
BPA
413
Beacon Pointe Advisors
California
$318K +$5.13K +91 +2%
GF
414
Gries Financial
Ohio
$316K -$33.5K -594 -9%
MYLI
415
Meiji Yasuda Life Insurance
Japan
$314K -$97K -1,720 -23%
KPWS
416
Kestra Private Wealth Services
Texas
$309K -$26.2K -464 -7%
FCA
417
FinTrust Capital Advisors
South Carolina
$305K -$3.05K -54 -0.9%
VWM
418
Venturi Wealth Management
Texas
$300K -$248K -4,406 -44%
WWM
419
Western Wealth Management
Colorado
$299K -$8.86K -157 -3%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$299K +$223K +3,956 +243%
Loomis, Sayles & Company
421
Loomis, Sayles & Company
Massachusetts
$298K +$95.4K +1,691 +44%
BA
422
Bristlecone Advisors
Washington
$297K
VA
423
Vident Advisory
Georgia
$296K +$59.3K +1,051 +23%
PVM
424
Palogic Value Management
Texas
$283K +$10.9K +193 +4%
AT
425
American Trust
Kentucky
$281K +$296K +5,250 New