We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
601
TRUE Private Wealth Advisors
Oregon
$492K -$4.82M -421,517 -91%
CW
602
CreativeOne Wealth
Kansas
$492K +$19.5K +1,707 +4%
CQS
603
Credential Qtrade Securities
$490K +$456K +39,860 +39,860%
CG
604
Caprock Group
Idaho
$486K +$241K +21,105 +114%
CA
605
Cullinan Associates
Kentucky
$483K +$451K +39,400 New
RFM
606
Royal Fund Management
Florida
$482K +$67.2K +5,872 +18%
WAM
607
WNY Asset Management
New York
$482K +$236K +20,620 +110%
CIP
608
Convergence Investment Partners
Florida
$480K +$24.5K +2,142 +6%
SB
609
Strategic Blueprint
Georgia
$477K +$446K +38,940 New
GG
610
Golden Green
South Carolina
$476K +$444K +38,847 New
SYBT
611
Stock Yards Bank & Trust
Kentucky
$471K +$32.7K +2,862 +8%
BF
612
BOK Financial
Oklahoma
$470K +$9.34K +816 +2%
Hudson Bay Capital Management
613
Hudson Bay Capital Management
Connecticut
$466K +$435K +38,000 New
RJT
614
Raymond James Trust
Florida
$464K +$1.89K +165 +0.4%
LA
615
Legacy Advisors
Pennsylvania
$459K – – –
OPS
616
Orion Portfolio Solutions
Nebraska
$459K +$15.1K +1,319 +4%
BCP
617
Blue Chip Partners
Michigan
$456K +$168K +14,646 +65%
AIC
618
Ameritas Investment Company
Nebraska
$454K +$203K +17,741 +92%
CPA
619
Clear Perspective Advisors
Illinois
$453K +$216K +18,853 +104%
HIMC
620
Heritage Investors Management Corp
Maryland
$453K +$259K +22,597 +157%
RSWM
621
Robertson Stephens Wealth Management
California
$450K +$10.7K +931 +3%
WAAG
622
Wealth Alliance Advisory Group
Kansas
$449K +$25.8K +2,252 +7%
Financial Engines Advisors
623
Financial Engines Advisors
California
$445K +$126K +11,039 +44%
CIA
624
Cohen Investment Advisors
New Hampshire
$443K +$11.8K +1,029 +3%
TFS
625
TrustCore Financial Services
Tennessee
$440K -$76.7K -6,700 -16%