We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
651
Tokio Marine Asset Management
Japan
$693K -$60.2K -1,790 -8%
ACI
652
Alpha Cubed Investments
California
$688K -$13.8K -410 -2%
FTDI
653
First Trust Direct Indexing
Massachusetts
$685K +$99.5K +2,960 +16%
HFM
654
Harvest Fund Management
China
$683K -$112K -3,340 -14%
NIC
655
Northwest Investment Counselors
Oregon
$680K
EWS
656
Evergreen Wealth Solutions
Pennsylvania
$675K +$52.5K +1,560 +8%
CCS
657
Concentric Capital Strategies
Connecticut
$670K -$908K -27,000 -56%
Loomis, Sayles & Company
658
Loomis, Sayles & Company
Massachusetts
$664K -$934K -27,790 -57%
ZF
659
Zhang Financial
Michigan
$662K +$102K +3,030 +17%
MA
660
Mutual Advisors
Nebraska
$661K -$7.73K -230 -1%
DMBA
661
Deseret Mutual Benefit Administrators
Utah
$660K -$87.1K -2,590 -11%
GL
662
Graypoint LLC
New York
$657K +$44K +1,310 +7%
MWM
663
MorganRosel Wealth Management
Colorado
$650K -$138K -4,110 -17%
CAM
664
Cresset Asset Management
Illinois
$646K -$178K -5,280 -21%
SIA
665
Schechter Investment Advisors
Michigan
$646K +$90.5K +2,690 +15%
MYAM
666
Meiji Yasuda Asset Management
Japan
$640K +$12.1K +360 +2%
DHFB
667
Dixon Hubard Feinour & Brown
Virginia
$635K +$59.5K +1,770 +10%
SAI
668
Systematic Alpha Investments
New Jersey
$626K
CF
669
Copperwynd Financial
Arizona
$625K -$4.04K -120 -0.6%
TA
670
Tectonic Advisors
Texas
$625K +$79K +2,350 +14%
CI
671
Cigna Investments
Connecticut
$618K -$244K -7,260 -27%
DF
672
Donoghue Forlines
Massachusetts
$617K +$650K +19,330 New
Carson Wealth (CWM LLC)
673
Carson Wealth (CWM LLC)
Nebraska
$610K +$292K +8,690 +83%
APA
674
American Portfolios Advisors
New York
$608K -$101K -3,010 -14%
CL
675
CPWM LLC
Washington
$597K +$26.6K +790 +4%