We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Waldron Private Wealth
651
Waldron Private Wealth
Pennsylvania
$510K +$15K +66 +3%
OTL
652
Oak Thistle LLC
New York
$508K +$546K +2,404 New
NewEdge Wealth
653
NewEdge Wealth
Pennsylvania
$506K -$13.4K -59 -2%
Vident Advisory
654
Vident Advisory
Georgia
$506K +$86.8K +382 +19%
PMG
655
ProVise Management Group
Florida
$505K -$25.9K -114 -5%
TSS
656
Two Sigma Securities
New York
$501K +$538K +2,368 New
Vestmark Advisory Solutions
657
Vestmark Advisory Solutions
Massachusetts
$495K +$1.14K +5 +0.2%
AGWCA
658
Annis Gardner Whiting Capital Advisors
Florida
$489K +$38.2K +168 +8%
LAM
659
LECAP Asset Management
United Kingdom
$485K -$1.06M -4,650 -67%
PTC
660
Petrus Trust Company
Texas
$483K +$519K +2,285 New
RCA
661
Roberts Capital Advisors
Colorado
$471K – – –
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
$468K +$193K +851 +62%
KHCM
663
Kirtland Hills Capital Management
Ohio
$466K – – –
TAM
664
Trust Asset Management
Texas
$464K – – –
Meridian Wealth Management
665
Meridian Wealth Management
Kentucky
$461K +$495K +2,181 New
KCIC
666
Kuhn & Co Investment Counsel
Illinois
$460K – – –
Integrated Wealth Concepts
667
Integrated Wealth Concepts
Massachusetts
$459K -$2.04K -9 -0.4%
SpiderRock Advisors
668
SpiderRock Advisors
Delaware
$458K +$5.91K +26 +1%
Laird Norton Wetherby Wealth Management
669
Laird Norton Wetherby Wealth Management
California
$457K -$10.9K -48 -2%
Rathbones Group
670
Rathbones Group
United Kingdom
$457K – – –
SP
671
Symmetry Partners
Connecticut
$454K -$67.7K -298 -12%
Advisory Alpha
672
Advisory Alpha
Michigan
$452K +$149K +656 +44%
FFO
673
Fiduciary Family Office
Florida
$452K -$13.2K -58 -3%
IA
674
Inspire Advisors
Idaho
$451K -$15K -66 -3%
RCG
675
Regatta Capital Group
California
$451K +$1.36K +6 +0.3%