We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
526
Boyd Watterson Asset Management
Ohio
$1.1M +$22.9K +319 +2%
Lido Advisors
527
Lido Advisors
California
$1.1M +$49.8K +695 +5%
FTDI
528
First Trust Direct Indexing
Massachusetts
$1.09M +$91.1K +1,271 +9%
OC
529
Oppenheimer & Co
New York
$1.09M -$34.8K -486 -3%
BCI
530
Brinker Capital Investments
Pennsylvania
$1.08M
LA
531
Latitude Advisors
Florida
$1.07M +$595K +8,296 +118%
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$11K +153 +1%
WT
533
Whittier Trust
California
$1.06M -$7.09K -99 -0.6%
1SB
534
1ST Source Bank
Indiana
$1.05M +$5.66K +79 +0.5%
GT
535
Greenleaf Trust
Michigan
$1.05M +$107K +1,486 +11%
RWM
536
Ritholtz Wealth Management
New York
$1.05M -$364K -5,073 -25%
UFF
537
USA Financial Formulas
Michigan
$1.05M -$169K -2,353 -14%
AP
538
Appleton Partners
Massachusetts
$1.03M
PI
539
PEAK6 Investments
Illinois
$1.03M +$437K +6,091 +70%
GIA
540
Gladstone Institutional Advisory
Florida
$1.01M +$1.04M +14,559 New
PTC
541
Philadelphia Trust Company
Pennsylvania
$1.01M +$25.4K +355 +3%
RI
542
Ridgewood Investments
New Jersey
$1M -$308K -4,298 -23%
CCP
543
Cardan Capital Partners
Colorado
$1M
CL
544
CSS LLC
Illinois
$998K -$458K -6,388 -31%
RIA
545
Realta Investment Advisors
Delaware
$996K +$18.8K +262 +2%
CS
546
Comerica Securities
Michigan
$987K -$13.3K -185 -1%
MIAN
547
Mariner Independent Advisor Network
Kansas
$981K +$70.8K +988 +8%
LPIC
548
LeJeune Puetz Investment Counsel
Michigan
$968K
MAM
549
Meeder Asset Management
Ohio
$963K +$119K +1,658 +14%
RIG
550
Ramiah Investment Group
Wisconsin
$959K -$2.22K -31 -0.2%