We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
451
Dark Forest Capital Management
Puerto Rico
$271K +$251K +1,110 New
HI
452
Horizon Investments
North Carolina
$265K +$226 +1 +0.1%
HSA
453
HBK Sorce Advisory
Pennsylvania
$262K -$14K -62 -5%
MYAM
454
Meiji Yasuda Asset Management
Japan
$261K -$117K -520 -33%
FTDI
455
First Trust Direct Indexing
Massachusetts
$257K +$238K +1,055 New
CWM
456
Connecticut Wealth Management
Connecticut
$250K – – –
CCA
457
Cobblestone Capital Advisors
New York
$247K – – –
VFA
458
Voya Financial Advisors
Connecticut
$246K -$13.8K -61 -6%
CA
459
Centerpoint Advisors
Massachusetts
$245K -$9.94K -44 -4%
OFS
460
OneAscent Financial Services
Alabama
$245K +$227K +1,003 New
DP
461
Dearborn Partners
Illinois
$244K -$204K -902 -47%
BCM
462
BluePath Capital Management
Georgia
$243K +$225K +996 New
LSAG
463
Lake Street Advisors Group
New Hampshire
$243K +$14.5K +64 +7%
BWG
464
Berry Wealth Group
Texas
$240K +$222K +985 New
GD
465
Grandfield & Dodd
New York
$240K – – –
EI
466
Ethic Inc
New York
$239K -$687K -3,040 -76%
NIM
467
NEOS Investment Management
Connecticut
$237K -$3.84K -17 -2%
WPC
468
Wedmont Private Capital
Pennsylvania
$233K +$218K +966 New
N
469
Natixis
France
$230K +$187K +830 +735%
SW
470
SVB Wealth
Massachusetts
$229K -$254K -1,126 -55%
MIM
471
Morningstar Investment Management
Illinois
$225K – – –
GAM
472
Gotham Asset Management
New York
$224K +$207K +918 New
Walleye Capital
473
Walleye Capital
New York
$224K -$1.97M -8,705 -90%
SIM
474
Studio Investment Management
Illinois
$221K +$15.6K +69 +8%
SOW
475
State of Wyoming
Wyoming
$220K -$14.2K -63 -7%