We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
501
Motley Fool Asset Management
Virginia
$628K +$37K +833 +6%
USAA
502
United Services Automobile Association
Texas
$621K
MAA
503
Mraz Amerine & Associates
California
$613K -$17.1K -385 -3%
BEI
504
Benjamin Edwards Inc
Missouri
$610K -$314K -7,069 -34%
MCM
505
MAI Capital Management
Ohio
$605K +$207K +4,666 +53%
MC
506
Machina Capital
France
$593K +$589K +13,260 New
MG
507
Marex Group
$593K +$144K +3,239 +32%
CL
508
CSS LLC
Illinois
$592K
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$579K +$77.2K +1,739 +16%
BP
510
Ballentine Partners
Massachusetts
$570K +$169K +3,813 +43%
CS
511
Comerica Securities
Michigan
$569K -$1.33K -30 -0.2%
FTDI
512
First Trust Direct Indexing
Massachusetts
$569K +$44 +1 +0%
CIA
513
Choate Investment Advisors
Massachusetts
$564K +$17.8K +401 +3%
OWM
514
Opes Wealth Management
California
$563K +$799 +18 +0.1%
1SB
515
1ST Source Bank
Indiana
$561K -$12K -270 -2%
MHS
516
M Holdings Securities
Oregon
$556K -$87.9K -1,981 -14%
IHL
517
Investment House LLC
California
$555K
ECM
518
Everence Capital Management
Indiana
$549K
AssetMark Inc
519
AssetMark Inc
California
$547K -$105K -2,358 -16%
AIA
520
Affinity Investment Advisors
California
$540K +$536K +12,075 New
BCV
521
Banque Cantonale Vaudoise
Switzerland
$534K -$347K -7,819 -40%
FIA
522
Foundations Investment Advisors
Arizona
$527K -$279K -6,287 -35%
SFA
523
Sequoia Financial Advisors
Ohio
$526K -$13.6K -307 -3%
DEA
524
DoubleLine ETF Adviser
Florida
$525K +$109K +2,447 +26%
TCM
525
Twin Capital Management
Pennsylvania
$525K -$17.9K -404 -3%