We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
226
Naviter Wealth
Arkansas
$1.85M +$157K +3,742 +9%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$1.85M -$505 -12 -0%
LNWWM
228
Laird Norton Wetherby Wealth Management
California
$1.84M -$256K -6,081 -11%
ORG
229
Optimist Retirement Group
Washington
$1.84M +$193K +4,581 +11%
NGA
230
Naples Global Advisors
Florida
$1.82M -$70.2K -1,670 -3%
EH
231
Equitable Holdings
New York
$1.71M +$142K +3,371 +8%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M -$45.3K -1,077 -2%
KPWS
233
Kestra Private Wealth Services
Texas
$1.7M +$721K +17,140 +64%
Bessemer Group
234
Bessemer Group
New Jersey
$1.7M -$57.7K -1,372 -3%
RJT
235
Raymond James Trust
Florida
$1.65M -$13.6K -323 -0.7%
TCPW
236
Twin City Private Wealth
North Carolina
$1.6M +$38.2K +909 +2%
NHC
237
Nicholas Hoffman & Company
Georgia
$1.6M -$294 -7 -0%
FAM
238
Fred Alger Management
New York
$1.58M
LCAM
239
London & Capital Asset Management
United Kingdom
$1.58M +$168K +3,989 +11%
SPC
240
Sigma Planning Corp
Michigan
$1.55M -$568K -13,513 -25%
AAIM
241
American Assets Investment Management
California
$1.54M
QI
242
Qtron Investments
Massachusetts
$1.53M +$331K +7,859 +25%
Brown Advisory
243
Brown Advisory
Maryland
$1.53M -$34.2K -813 -2%
MGWM
244
Marks Group Wealth Management
Minnesota
$1.52M -$36.2K -860 -2%
NW
245
NewEdge Wealth
Pennsylvania
$1.51M +$9.63K +229 +0.6%
BRWA
246
B. Riley Wealth Advisors
Florida
$1.5M -$434K -10,324 -21%
GRP
247
Global Retirement Partners
California
$1.48M +$225K +5,341 +16%
VAS
248
Vestmark Advisory Solutions
Massachusetts
$1.48M +$40.4K +961 +3%
DTL
249
Dynamic Technology Lab
Singapore
$1.47M +$1.6M +38,071 New
FRM
250
Fox Run Management
Connecticut
$1.46M +$1.33M +31,733 +504%