We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
451
Logan Capital Management
Pennsylvania
$692K +$654K +30,000 New
OFS
452
OneAscent Financial Services
Alabama
$684K +$4.49K +206 +0.7%
AWA
453
Arkadios Wealth Advisors
Georgia
$683K -$450K -20,653 -41%
VT
454
Vise Technologies
New York
$682K +$206K +9,436 +47%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$681K -$9.48K -435 -1%
EPW
456
Evolve Private Wealth
California
$677K +$302K +13,870 +90%
PCG
457
Prosperity Consulting Group
Maryland
$672K +$144K +6,592 +29%
NG
458
Norden Group
Utah
$667K +$50.7K +2,327 +9%
HIC
459
Holderness Investments Company
North Carolina
$657K -$41K -1,881 -6%
PFT
460
Providence First Trust
Arizona
$657K +$621K +28,502 New
HFM
461
Hartford Financial Management
Connecticut
$635K – – –
QCG
462
Quadrant Capital Group
Ohio
$635K -$16.6K -762 -3%
NDSIB
463
North Dakota State Investment Board
North Dakota
$633K +$2.77K +127 +0.5%
WorldQuant Millennium Advisors
464
WorldQuant Millennium Advisors
New York
$631K +$597K +27,396 New
IFWM
465
Institute for Wealth Management
Colorado
$631K -$8.06K -370 -1%
KeyBank National Association
466
KeyBank National Association
Ohio
$623K +$217K +9,978 +59%
PCIA
467
Prime Capital Investment Advisors
Kansas
$618K -$10.5K -483 -2%
DWM
468
Dakota Wealth Management
Florida
$617K +$2.94K +135 +0.5%
MM
469
MQS Management
New York
$613K +$579K +26,577 New
CCM
470
Cinctive Capital Management
New York
$604K -$2.73M -125,512 -83%
LCM
471
Lionhunter Capital Management
New York
$600K +$567K +26,026 New
CFO
472
Callan Family Office
Pennsylvania
$599K -$2K -92 -0.4%
FLPIM
473
F.L. Putnam Investment Management
Massachusetts
$598K -$248K -11,404 -31%
LNWTC
474
Laird Norton Wetherby Trust Company
Washington
$594K +$414 +19 +0.1%
DWM
475
Dynasty Wealth Management
Florida
$593K +$561K +25,727 New