We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$900K +$45.6K +1,091 +6%
HI
502
Horizon Investments
North Carolina
$900K +$37.1K +887 +5%
AWM
503
Apollon Wealth Management
South Carolina
$899K +$75.8K +1,813 +10%
SFI
504
Siemens Fonds Invest
Germany
$896K +$360K +8,605 +79%
QI
505
Qtron Investments
Massachusetts
$872K +$145K +3,480 +23%
PCM
506
Penserra Capital Management
California
$870K +$681K +16,289 +620%
BCI
507
Brinker Capital Investments
Pennsylvania
$868K +$426K +10,197 +118%
OPS
508
Orion Portfolio Solutions
Nebraska
$868K +$426K +10,197 +118%
MWM
509
Modern Wealth Management
Kansas
$863K +$148K +3,535 +23%
4WM
510
44 Wealth Management
Oregon
$855K -$4.47K -107 -0.6%
PS
511
Principal Securities
Iowa
$851K
EH
512
Equitable Holdings
New York
$849K +$23.8K +569 +3%
SOAMC
513
Spirit of America Management Corp
New York
$839K +$20.9K +500 +3%
IA
514
Integrity Alliance
Iowa
$835K +$757K +18,112 New
SWP
515
Stratos Wealth Partners
Ohio
$834K -$17.3K -414 -2%
WA
516
Waverly Advisors
Alabama
$827K +$357K +8,535 +91%
CB
517
Community Bank
New York
$825K -$46K -1,101 -6%
SPA
518
Sherbrooke Park Advisers
New York
$823K -$553K -13,232 -43%
WHRC
519
W.H. Reaves & Co
New Jersey
$822K
O
520
Ossiam
France
$822K -$1.48M -35,296 -66%
MSA
521
MUFG Securities Americas
New York
$820K +$124K +2,960 +20%
BP
522
Ballentine Partners
Massachusetts
$811K +$82.7K +1,978 +13%
SB
523
Simmons Bank
Arkansas
$806K -$18.2K -435 -2%
AI
524
Atria Investments
North Carolina
$805K +$61.7K +1,476 +9%
FPAS
525
Focus Partners Advisor Solutions
Missouri
$799K +$260K +6,209 +56%