We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
76
Legacy Wealth Asset Management
Minnesota
$1.14M +$1.33M +52,786 New
E
77
Ergoteles
New York
$1.08M +$1.27M +50,210 New
Osaic Holdings
78
Osaic Holdings
Arizona
$987K +$128K +5,077 +12%
FTDI
79
First Trust Direct Indexing
Massachusetts
$973K +$178K +7,048 +19%
RPSA
80
Richard P. Slaughter Associates
Texas
$962K +$57.7K +2,282 +5%
EI
81
Ethic Inc
New York
$955K -$713K -28,204 -39%
SAM
82
Silvercrest Asset Management
New York
$954K
Canada Life
83
Canada Life
Manitoba, Canada
$948K -$169K -6,705 -13%
DCM
84
DGS Capital Management
New Jersey
$925K +$707K +27,966 +188%
BCM
85
BTC Capital Management
Iowa
$922K +$168K +6,651 +18%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$903K -$30.6K -1,212 -3%
FFM
87
Forum Financial Management
Illinois
$884K
HFS
88
Hantz Financial Services
Michigan
$866K +$20K +791 +2%
Federated Hermes
89
Federated Hermes
Pennsylvania
$860K
HIMC
90
Heritage Investors Management Corp
Maryland
$856K +$11.1K +441 +1%
SCP
91
Stamos Capital Partners
California
$814K -$1.08M -42,610 -53%
AAM
92
Advisors Asset Management
Colorado
$810K -$80.5K -3,186 -8%
YIH
93
Y-Intercept (HK)
Hong Kong
$783K +$338K +13,381 +58%
MCM
94
Mork Capital Management
California
$780K
RJFSA
95
Raymond James Financial Services Advisors
Florida
$777K +$176K +6,970 +24%
NW
96
NewEdge Wealth
Pennsylvania
$749K +$93.6K +3,705 +12%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$748K +$876K +34,649 New
JMPWA
98
JP Morgan Private Wealth Advisors
California
$740K +$197K +7,791 +29%
Comerica Bank
99
Comerica Bank
Texas
$735K +$58.2K +2,303 +7%
HI
100
Harrington Investments
California
$713K +$2.53K +100 +0.3%