We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
B
351
Bailard
California
$761K +$10K +245 +1%
PIM
352
Provident Investment Management
Michigan
$759K +$37K +905 +5%
SWP
353
Stratos Wealth Partners
Ohio
$741K -$83.6K -2,043 -10%
RhumbLine Advisers
354
RhumbLine Advisers
Massachusetts
$739K +$58.3K +1,425 +9%
DC
355
Davenport & Co
Virginia
$738K -$41.3K -1,009 -5%
PFS
356
Prospera Financial Services
Texas
$731K -$86.8K -2,121 -11%
CA
357
Clearstead Advisors
Ohio
$731K -$22.9K -559 -3%
JPWM
358
Jamison Private Wealth Management
Georgia
$730K +$32.1K +784 +5%
IP
359
Ignite Planners
California
$726K +$34.8K +851 +5%
QPBE
360
Quintet Private Bank (Europe)
Luxembourg
$724K +$92.5K +2,260 +15%
KWA
361
Kingswood Wealth Advisors
California
$721K +$722K +17,645 New
FT
362
Fiduciary Trust
Massachusetts
$721K +$19.9K +486 +3%
SSG
363
Summit Securities Group
New York
$719K -$95.4K -2,332 -25%
Kovitz Investment Group Partners
364
Kovitz Investment Group Partners
Illinois
$718K +$261K +6,383 +47%
BCI
365
Brinker Capital Investments
Pennsylvania
$716K +$4.66K +114 +0.7%
OPS
366
Orion Portfolio Solutions
Nebraska
$716K +$4.66K +114 +0.7%
KPWS
367
Kestra Private Wealth Services
Texas
$703K -$1.1M -26,919 -61%
Verition Fund Management
368
Verition Fund Management
Connecticut
$699K -$457K -11,171 -40%
FRM
369
Fox Run Management
Connecticut
$698K -$857K -20,950 -55%
RIL
370
Rothschild Investment LLC
Illinois
$696K -$35.2K -860 -5%
IWC
371
Integrated Wealth Concepts
Massachusetts
$695K -$14.2K -346 -2%
NERM
372
New England Research & Management
Illinois
$695K -$106K -2,600 -13%
CB
373
Cadence Bank
Mississippi
$695K -$61K -1,491 -8%
KWM
374
Kingsview Wealth Management
Oregon
$694K -$9.29K -227 -1%
FFS
375
Founders Financial Securities
Maryland
$694K -$32.2K -787 -4%