We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
$546K +$5.04K +85 +0.8%
KAS
327
Kestra Advisory Services
Texas
$545K +$19.2K +324 +3%
AWS
328
Atria Wealth Solutions
New York
$538K +$56.3K +950 +10%
CAM
329
Crestone Asset Management
Colorado
$536K
SAM
330
Silvercrest Asset Management
New York
$535K
Brown Advisory
331
Brown Advisory
Maryland
$516K +$7.11K +120 +1%
FPF
332
First Pacific Financial
Washington
$511K +$44.2K +746 +8%
SCI
333
Stableford Capital II
Arizona
$507K +$355 +6 +0%
E
334
Ergoteles
New York
$504K +$393K +6,642 +197%
SC
335
Shay Capital
New York
$503K -$800K -13,500 -57%
PCM
336
Palisade Capital Management
New Jersey
$490K -$22.2K -375 -4%
EVM
337
Eaton Vance Management
Massachusetts
$488K -$1.06M -17,823 -65%
SFG
338
Synergy Financial Group
California
$487K
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$473K
M&T Bank
340
M&T Bank
New York
$473K +$41.1K +694 +8%
Vanguard Personalized Indexing Management
341
Vanguard Personalized Indexing Management
California
$473K +$52.4K +884 +10%
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$469K +$60.2K +1,016 +12%
Fayez Sarofim & Co
343
Fayez Sarofim & Co
Texas
$455K
GT
344
Greenleaf Trust
Michigan
$440K +$169K +2,853 +48%
AC
345
Apogem Capital
New York
$433K +$142K +2,402 +39%
MCM
346
McKinley Capital Management
Alaska
$430K -$2.49K -42 -0.5%
GIA
347
Gladstone Institutional Advisory
Florida
$428K -$495K -8,351 -50%
JWCA
348
J.W. Cole Advisors
Florida
$428K +$8.88K +150 +2%
IA
349
IFP Advisors
Florida
$420K +$1.13K +19 +0.2%
FRM
350
Fox Run Management
Connecticut
$417K +$491K +8,285 New