We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Baskin Financial Services
Ontario, Canada
$423K +$73.3K +1,300 +21%
CS
227
Candriam SCA
Luxembourg
$423K
RWM
228
Ritholtz Wealth Management
New York
$405K +$14.4K +255 +4%
GCP
229
GSA Capital Partners
United Kingdom
$401K -$578K -10,240 -59%
HS
230
Hazelview Securities
Ontario, Canada
$398K +$389K +6,902 New
JSSH
231
J. Safra Sarasin Holding
$395K
MWM
232
Meridian Wealth Management
Kentucky
$378K +$372K +6,602 New
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$376K +$7.11K +126 +2%
AFG
234
Atomi Financial Group
New York
$372K +$48.7K +864 +15%
CF
235
Canoe Financial
Alberta, Canada
$366K -$29.2K -517 -7%
ECM
236
Evergreen Capital Management
Washington
$363K -$2.88K -51 -0.8%
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$363K +$116K +2,059 +48%
VWM
238
Venturi Wealth Management
Texas
$358K +$62.6K +1,109 +22%
SAM
239
Silvercrest Asset Management
New York
$354K
BEI
240
Benjamin Edwards Inc
Missouri
$347K +$18.8K +333 +6%
PE
241
PCM Encore
Colorado
$341K +$3.16K +56 +0.9%
JAM
242
JCIC Asset Management
Ontario, Canada
$339K
CG
243
Caprock Group
Idaho
$338K +$26.8K +475 +9%
PP
244
PDT Partners
New York
$332K -$327K -5,800 -50%
UCFA
245
United Capital Financial Advisors
Texas
$331K +$77.2K +1,368 +31%
Corient Private Wealth
246
Corient Private Wealth
Florida
$325K +$30.6K +543 +11%
William Blair & Company
247
William Blair & Company
Illinois
$320K +$8.12K +144 +3%
KWM
248
Kingsview Wealth Management
Oregon
$316K +$1.64K +29 +0.5%
AWM
249
Aprio Wealth Management
Georgia
$314K +$34.8K +617 +13%
ACM
250
Advance Capital Management
Michigan
$309K +$305K +5,400 New