We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
Spire Wealth Management
Virginia
$856K +$825K +14,223 New
WANY
577
Wealthspire Advisors (New York)
New York
$854K +$242K +4,181 +43%
OQS
578
Occudo Quantitative Strategies
Florida
$852K -$890K -15,342 -52%
RIM
579
Redwood Investment Management
Arizona
$852K +$7.6K +131 +1%
LPIC
580
LeJeune Puetz Investment Counsel
Michigan
$851K -$31.9K -550 -4%
UAS
581
United Asset Strategies
New York
$851K +$92.2K +1,590 +13%
RIG
582
Ramiah Investment Group
Wisconsin
$849K +$804K +13,868 New
CS
583
Comerica Securities
Michigan
$848K +$23.7K +408 +3%
BWAM
584
Boyd Watterson Asset Management
Ohio
$846K +$31.5K +544 +4%
CFA
585
Camarda Financial Advisors
Florida
$844K +$799K +13,774 New
WP
586
WealthSource Partners
California
$842K -$50.1K -864 -6%
OWA
587
One Wealth Advisors
California
$839K +$55.4K +956 +8%
PTC
588
Philadelphia Trust Company
Pennsylvania
$839K +$273K +4,700 +52%
CIA
589
Choate Investment Advisors
Massachusetts
$833K +$11.4K +197 +1%
EI
590
EDMP Inc
Florida
$830K +$786K +13,556 New
MHS
591
M Holdings Securities
Oregon
$829K +$4.99K +86 +0.6%
WIS
592
Wright Investors Service
Connecticut
$828K -$465K -8,021 -37%
PFO
593
Pathstone Family Office
New Jersey
$819K +$773K +13,327 +39,197%
ASN
594
Advisory Services Network
Georgia
$815K -$209K -3,600 -21%
Fiera Capital (Canada)
595
Fiera Capital (Canada)
Quebec, Canada
$811K +$45.5K +785 +6%
LAM
596
L2 Asset Management
Massachusetts
$808K -$259K -4,471 -25%
GLA
597
Great Lakes Advisors
Illinois
$807K +$44.4K +765 +6%
SPFA
598
Summit Place Financial Advisors
New Jersey
$791K -$62.3K -1,075 -8%
FA
599
FDx Advisors
Illinois
$785K +$127K +2,198 +21%
CI Investments Inc
600
CI Investments Inc
Ontario, Canada
$783K -$124K -2,147 -14%