We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
626
Martingale Asset Management
Massachusetts
$992K -$535K -15,340 -37%
UH
627
Unigestion Holding
Switzerland
$980K -$485K -13,930 -35%
Federated Hermes
628
Federated Hermes
Pennsylvania
$977K -$75.6K -2,170 -8%
ZF
629
Zhang Financial
Michigan
$974K +$177K +5,080 +24%
EVM
630
Evelyn V. Moreno
$969K
NA
631
Navellier & Associates
Nevada
$962K -$2.44K -70 -0.3%
IFWM
632
Institute for Wealth Management
Colorado
$954K -$114K -3,260 -11%
WTC
633
WhitTier Trust Company
Nevada
$945K +$73.9K +2,120 +9%
ZB
634
Zions Bancorporation
Utah
$945K -$15.3K -440 -2%
EWM
635
Empirical Wealth Management
Washington
$920K +$97.6K +2,800 +13%
TMAM
636
Tokio Marine Asset Management
Japan
$915K +$54.7K +1,570 +7%
MMPW
637
Mitchell McLeod Pugh & Williams
Alabama
$911K +$55.8K +1,600 +7%
AIP
638
Almanack Investment Partners
Pennsylvania
$905K -$850K -24,400 -50%
LNC
639
Lincoln National Corp
Pennsylvania
$905K +$200K +5,730 +31%
PWMAG
640
Pinnacle Wealth Management Advisory Group
New Jersey
$904K -$131K -3,760 -14%
CIM
641
Chapman Investment Management
California
$903K
TA
642
Tectonic Advisors
Texas
$900K +$77.4K +2,220 +10%
CC
643
Centiva Capital
New York
$895K -$1.09M -31,240 -57%
CCM
644
Coldstream Capital Management
Washington
$892K +$825K +23,670 New
MIH
645
Meitav Investment House
Israel
$887K
ATPW
646
Ashton Thomas Private Wealth
Arizona
$872K -$740K -21,220 -48%
FTDI
647
First Trust Direct Indexing
Massachusetts
$868K +$8.71K +250 +1%
PWAG
648
Polaris Wealth Advisory Group
California
$852K -$106K -3,030 -13%
1WA
649
180 Wealth Advisors
Washington
$848K +$689K +19,780 New
GC
650
Grimes & Company
Massachusetts
$845K +$349 +10 +0%