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Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$769K +$189K +2,138 +34%
DTL
627
Dynamic Technology Lab
Singapore
$763K -$2.59M -29,311 -78%
SCM
628
SOL Capital Management
Maryland
$760K -$4.42K -50 -0.6%
HFM
629
Harvest Fund Management
China
$751K +$268K +3,033 +58%
BAM
630
Boyar Asset Management
New York
$750K -$46.8K -529 -6%
DFA
631
Davies Financial Advisors
California
$748K -$17.2K -194 -2%
PA
632
Parallel Advisors
California
$746K +$27.9K +316 +4%
Financial Engines Advisors
633
Financial Engines Advisors
California
$746K +$27.4K +310 +4%
LIA
634
Limestone Investment Advisors
New York
$745K +$724K +8,190 New
FPAS
635
Focus Partners Advisor Solutions
Missouri
$738K +$374K +4,227 +96%
MCM
636
MAI Capital Management
Ohio
$730K +$343K +3,880 +94%
MA
637
Mezzasalma Advisors
New Jersey
$726K -$70.4K -796 -9%
SW
638
SVB Wealth
Massachusetts
$723K +$6.01K +68 +0.9%
FC
639
Farringdon Capital
United Kingdom
$716K -$198K -2,244 -22%
Capstone Investment Advisors
640
Capstone Investment Advisors
New York
$715K +$236K +2,667 +51%
TE
641
Tema ETFs
New York
$708K +$689K +7,787 New
AO
642
Advisor OS
Illinois
$707K -$361K -4,084 -34%
DO
643
denkapparat Operations
Germany
$705K -$99.6K -1,126 -13%
DMBA
644
Deseret Mutual Benefit Administrators
Utah
$703K -$884 -10 -0.1%
1SB
645
1ST Source Bank
Indiana
$703K -$33.2K -375 -5%
BFS
646
Bradley Foster & Sargent
Connecticut
$702K – – –
EI
647
Ellevest Inc
New York
$691K -$12.7K -144 -2%
3IP
648
3Chopt Investment Partners
Virginia
$690K +$125K +1,408 +23%
WA1
649
Wimmer Associates 1
California
$690K – – –
HKAM
650
Horizon Kinetics Asset Management
New York
$690K -$216K -2,444 -24%