We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
651
Trust Asset Management
Texas
$711K
XT
652
XTX Topco
Cayman Islands
$702K -$94.5K -272 -13%
BBHC
653
Brown Brothers Harriman & Co
New York
$701K -$348 -1 -0.1%
ST
654
Spinnaker Trust
Maine
$697K
JWCA
655
J.W. Cole Advisors
Florida
$697K +$1.39K +4 +0.2%
MIS
656
Morningstar Investment Services
Illinois
$693K +$343K +988 +126%
JWCA
657
J.W. Coons Advisors
Ohio
$683K
RWM
658
Ritholtz Wealth Management
New York
$683K +$20.9K +60 +4%
AIP
659
Ameritas Investment Partners
Nebraska
$683K -$25K -72 -4%
HNWAG
660
High Net Worth Advisory Group
Florida
$681K
MG
661
Mather Group
Illinois
$678K +$115K +330 +23%
WKWM
662
Walter & Keenan Wealth Management
Indiana
$673K
WPC
663
Wedmont Private Capital
Pennsylvania
$671K +$75.1K +216 +14%
CI
664
Cigna Investments
Connecticut
$671K -$2.08K -6 -0.3%
Dodge & Cox
665
Dodge & Cox
California
$665K
IA
666
IFP Advisors
Florida
$664K +$52.8K +152 +10%
DBRC
667
D.B. Root & Company
Pennsylvania
$662K -$93.5K -269 -14%
TSS
668
Two Sigma Securities
New York
$657K +$585K +1,682 New
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$652K +$31.3K +90 +6%
BFEC
670
Benjamin F. Edwards & Company
Missouri
$651K +$488K +1,403 +533%
PGIM
671
Pacific Global Investment Management
California
$648K
EWM
672
Evercore Wealth Management
New York
$648K +$74.7K +215 +15%
Federated Hermes
673
Federated Hermes
Pennsylvania
$642K -$42.4K -122 -7%
DTL
674
Dynamic Technology Lab
Singapore
$641K -$2M -5,751 -78%
VFA
675
Valeo Financial Advisors
Indiana
$638K -$162K -465 -22%