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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
526
Kestra Advisory Services
Texas
$585K +$63.5K +1,397 +14%
AWM
527
Aberdeen Wealth Management
Illinois
$579K +$22.7K +500 +5%
EWM
528
Empirical Wealth Management
Washington
$578K -$136 -3 -0%
QI
529
Qtron Investments
Massachusetts
$576K +$496K +10,913 New
AI
530
AdvisorShares Investments
Maryland
$575K +$495K +10,900 New
AI
531
Atom Investors
Texas
$571K +$193K +4,246 +65%
UCFA
532
United Capital Financial Advisors
Texas
$562K -$11.9K -262 -2%
DFA
533
Davies Financial Advisors
California
$560K +$482K +10,603 New
WT
534
Whittier Trust
California
$558K -$8.31K -183 -2%
EI
535
Ellevest Inc
New York
$557K +$78.9K +1,737 +20%
PAS
536
Park Avenue Securities
New York
$557K +$28.3K +623 +6%
GLA
537
Great Lakes Advisors
Illinois
$552K -$4.68K -103 -1%
HT
538
HAP Trading
New York
$550K +$473K +10,413 New
1SB
539
1ST Source Bank
Indiana
$544K -$32.8K -723 -7%
HAG
540
HF Advisory Group
Maryland
$540K +$117K +2,574 +34%
MIM
541
Marco Investment Management
Georgia
$537K
CWM
542
Chemistry Wealth Management
New York
$535K +$105K +2,319 +30%
TCM
543
Twin Capital Management
Pennsylvania
$525K -$3.73K -82 -0.8%
GD
544
Grandfield & Dodd
New York
$523K -$165K -3,635 -27%
TCPW
545
Twin City Private Wealth
North Carolina
$520K +$448K +9,858 New
AIMCA
546
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$517K
RHJA
547
Rice Hall James & Associates
California
$510K -$379K -8,343 -46%
RGC
548
Roberts, Glore & Co
Illinois
$503K -$29.5K -650 -6%
AIA
549
Affinity Investment Advisors
California
$501K
BP
550
Ballentine Partners
Massachusetts
$497K +$69.8K +1,536 +19%