We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Altium Wealth Management
New York
$735K +$189K +18,555 +33%
MYIA
102
Mount Yale Investment Advisors
Colorado
$724K +$175K +17,178 +31%
HFS
103
Hantz Financial Services
Michigan
$698K +$96.6K +9,459 +16%
NW
104
NewEdge Wealth
Pennsylvania
$680K +$156K +15,319 +29%
ASN
105
Advisory Services Network
Georgia
$673K -$27.2K -2,662 -4%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$668K -$401K -39,286 -37%
CG
107
Caprock Group
Idaho
$664K -$16.1K -1,578 -2%
Comerica Bank
108
Comerica Bank
Texas
$660K -$43.1K -4,216 -6%
Cerity Partners
109
Cerity Partners
New York
$657K +$554K +54,240 +454%
EP
110
Edgestream Partners
New Jersey
$636K -$293K -28,727 -31%
XT
111
XTX Topco
Cayman Islands
$613K +$631K +61,799 New
AWA
112
Aaron Wealth Advisors
Illinois
$599K +$77.5K +7,588 +14%
YCM
113
Yousif Capital Management
Michigan
$596K -$4.44K -435 -0.7%
Vanguard Personalized Indexing Management
114
Vanguard Personalized Indexing Management
California
$586K +$117K +11,492 +24%
IRC
115
Investors Research Corp
Georgia
$559K -$4.34K -425 -0.7%
EGM
116
Engineers Gate Manager
New York
$557K +$153K +14,948 +36%
KAS
117
Kestra Advisory Services
Texas
$556K +$112K +10,989 +24%
RWM
118
Ritholtz Wealth Management
New York
$554K -$6.95K -681 -1%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$545K -$10.2K -1,002 -2%
Mariner
120
Mariner
Kansas
$530K +$287K +28,130 +111%
HW
121
Hancock Whitney
Mississippi
$512K -$31K -3,035 -6%
CIM
122
Confluence Investment Management
Missouri
$497K +$439 +43 +0.1%
SPF
123
Steven Patrick Farmer
$497K +$512K +50,139 New
TWC
124
TD Waterhouse Canada
Ontario, Canada
$492K +$373K +36,523 +293%
Marshall Wace
125
Marshall Wace
United Kingdom
$492K +$505K +49,500 New