We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$2.51M +$778K +2,401 +50%
FTDI
577
First Trust Direct Indexing
Massachusetts
$2.47M +$48.6K +150 +2%
HWM
578
Heirloom Wealth Management
Colorado
$2.46M +$2.52M +7,773 New
EF
579
Exeter Financial
Arizona
$2.44M +$17.5K +54 +0.7%
SS
580
Simplicity Solutions
Minnesota
$2.42M +$1.14M +3,534 +102%
AIP
581
Ameritas Investment Partners
Nebraska
$2.42M -$44.4K -137 -2%
CIAS
582
CFS Investment Advisory Services
New Jersey
$2.42M -$153K -472 -6%
VC
583
Veracity Capital
Georgia
$2.38M +$38.2K +118 +2%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$2.38M +$348K +1,074 +19%
AAM
585
Ascension Asset Management
New York
$2.36M -$32.4K -100 -1%
AIM
586
Aigen Investment Management
New York
$2.36M +$1.7M +5,260 +316%
First Eagle Investment Management
587
First Eagle Investment Management
New York
$2.35M -$587M -1,811,977 -100%
SW
588
StrongBox Wealth
Missouri
$2.33M +$171K +528 +9%
FC
589
FORA Capital
Florida
$2.31M +$2.16M +6,673 New
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$2.31M -$183K -566 -8%
CWM
591
Cordatus Wealth Management
Pennsylvania
$2.31M +$107K +329 +5%
ADMI
592
Albert D. Mason Inc
Massachusetts
$2.31M +$6.8K +21 +0.3%
SSG
593
Summit Securities Group
New York
$2.31M +$179K +554 +9%
VLKIM
594
Van Lanschot Kempen Investment Management
Netherlands
$2.29M -$89.1K -275 -4%
IIA
595
ICW Investment Advisors
Arizona
$2.27M +$9.39K +29 +0.4%
AIA
596
Angeles Investment Advisors
California
$2.26M -$315K -972 -13%
PFO
597
Pathstone Family Office
New Jersey
$2.24M +$191K +590 +10%
SCA
598
Stokes Capital Advisors
South Carolina
$2.24M +$2.09M +6,462 New
BWP
599
BSW Wealth Partners
Colorado
$2.23M +$33.7K +104 +2%
LWAM
600
Legacy Wealth Asset Management
Minnesota
$2.21M +$662K +2,042 +47%