We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
451
Eads & Heald Wealth Management
Georgia
$286K -$3.89K -50 -1%
FTDI
452
First Trust Direct Indexing
Massachusetts
$286K +$28.1K +362 +12%
VWM
453
Valley Wealth Managers
New Jersey
$279K -$4.35K -56 -2%
WA
454
Wambolt & Associates
Colorado
$276K – – –
S
455
SignatureFD
Georgia
$276K +$311 +4 +0.1%
KJHP
456
K.J. Harrison & Partners
Ontario, Canada
$272K – – –
NP
457
Nilsine Partners
Colorado
$270K – – –
OL
458
Optas LLC
Texas
$269K -$48.6K -625 -17%
LIA
459
LifePlan Investment Advisors
North Carolina
$267K +$241K +3,096 New
PA
460
Pinnacle Associates
New York
$261K – – –
AIMCA
461
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$259K – – –
AB
462
Atlas Brown
Kentucky
$259K – – –
SFA
463
Seneca Financial Advisors
New York
$259K – – –
DP
464
Dearborn Partners
Illinois
$258K +$232K +2,987 New
CWM
465
Centric Wealth Management
Illinois
$255K +$233K +3,000 New
VF
466
Virtu Financial
New York
$254K +$228K +2,940 New
CWM
467
Cordatus Wealth Management
Pennsylvania
$253K +$228K +2,931 New
FL
468
Fort LP
Maryland
$249K +$224K +2,885 New
PA
469
Parallel Advisors
California
$248K +$7.69K +99 +4%
BFM
470
Boothbay Fund Management
New York
$248K +$223K +2,868 New
ECM
471
ExodusPoint Capital Management
New York
$247K -$4.25M -54,747 -95%
MAS
472
Meeder Advisory Services
Ohio
$246K -$9.4K -121 -4%
NC
473
NinePointTwo Capital
California
$234K +$211K +2,710 New
TH
474
TCTC Holdings
Texas
$234K +$622 +8 +0.3%
BP
475
Ballentine Partners
Massachusetts
$232K +$209K +2,683 New