We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
GC
401
Garde Capital
Washington
$662K
Nomura Holdings
402
Nomura Holdings
Japan
$660K -$1.65M -18,826 -70%
AI
403
Atria Investments
North Carolina
$652K -$72.7K -830 -9%
RB
404
Rodgers Brothers
Pennsylvania
$638K
IGAM
405
iA Global Asset Management
Quebec, Canada
$628K +$13.8K +157 +2%
ACM
406
Aster Capital Management
United Arab Emirates
$620K +$247K +2,817 +61%
IWC
407
Integrated Wealth Concepts
Massachusetts
$620K -$16.8K -192 -2%
CIA
408
Concurrent Investment Advisors
Florida
$618K +$665K +7,596 New
BJL
409
Brighton Jones LLC
Washington
$617K -$68.3K -780 -9%
Vontobel Holding
410
Vontobel Holding
Switzerland
$615K -$576K -6,578 -47%
CG
411
CFO4Life Group
Texas
$612K -$99.4K -1,135 -13%
TMAM
412
Tokio Marine Asset Management
Japan
$611K +$21.1K +241 +3%
GC
413
Gilbert & Cook
Iowa
$609K +$1.14K +13 +0.2%
ZIM
414
Zacks Investment Management
Illinois
$608K -$2.17M -24,762 -77%
I
415
InceptionR
California
$606K +$653K +7,450 New
PWM
416
Prosperity Wealth Management
California
$605K -$13.1K -150 -2%
HH
417
Hilltop Holdings
Texas
$598K -$73.6K -840 -10%
FPW
418
Fairvoy Private Wealth
Alabama
$596K -$2.62M -29,875 -80%
LP
419
LMR Partners
United Kingdom
$590K +$635K +7,245 New
IFG
420
Independent Financial Group
California
$588K +$32.5K +371 +5%
FF
421
Fluent Financial
Texas
$584K -$47.5K -542 -7%
AFG
422
Atomi Financial Group
New York
$582K +$113K +1,292 +22%
CL
423
Choreo LLC
Illinois
$573K +$93.5K +1,068 +18%
SBIA
424
Sheaff Brock Investment Advisors
Indiana
$566K +$609K +6,952 New
PNC Financial Services Group
425
PNC Financial Services Group
Pennsylvania
$561K +$31.2K +356 +5%