We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CQS
451
Credential Qtrade Securities
$236K +$68.5K +695 +38%
IAA
452
Independent Advisor Alliance
North Carolina
$235K +$295 +3 +0.1%
SMFS
453
Squar Milner Financial Services
California
$232K +$3.64K +37 +2%
FMT
454
First Mercantile Trust
Tennessee
$230K -$49.2K -500 -17%
IAN
455
Integrated Advisors Network
Texas
$229K +$241K +2,451 New
BHTS
456
Bar Harbor Trust Services
Maine
$228K +$240K +2,434 New
AIM
457
Alhambra Investment Management
Florida
$227K +$239K +2,425 New
IWA
458
Independence Wealth Advisors
Virginia
$218K
JCM
459
JS Capital Management
New York
$215K +$227K +2,300 New
WAM
460
Wilsey Asset Management
California
$213K
FCB
461
First Command Bank
Texas
$212K
FCFS
462
First Command Financial Services
Texas
$212K
MAFM
463
Mid Atlantic Financial Management
Pennsylvania
$212K +$3.15K +32 +1%
HB
464
Homrich & Berg
Georgia
$211K
BIP
465
Blueprint Investment Partners
North Carolina
$211K +$222K +2,250 New
APP
466
Avantax Planning Partners
Iowa
$209K -$12.7K -129 -5%
William Blair & Company
467
William Blair & Company
Illinois
$209K +$220K +2,234 New
LJAC
468
L.J. Altfest & Co
New York
$205K +$216K +2,189 New
Holocene Advisors
469
Holocene Advisors
New York
$204K +$215K +2,180 New
PRC
470
Pearl River Capital
Michigan
$202K +$48.1K +488 +29%
LFAS
471
Level Four Advisory Services
Texas
$201K +$211K +2,145 New
Axa
472
Axa
France
$201K +$212K +2,150 New
AIP
473
Ameritas Investment Partners
Nebraska
$197K -$16.8K -171 -8%
Acadian Asset Management
474
Acadian Asset Management
Massachusetts
$195K -$174K -1,762 -46%
NL
475
NKCFO LLC
Illinois
$187K