We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
701
Duff & Phelps Investment Management
Illinois
$496K -$52.6K -830 -9%
MC
702
Maverick Capital
Texas
$496K +$525K +8,289 New
KOCAA
703
Knights of Columbus Asset Advisors
Connecticut
$495K -$230K -3,628 -31%
CBN
704
Cadence Bank NA
Texas
$494K +$317 +5 +0.1%
IFWM
705
Institute for Wealth Management
Colorado
$493K -$507 -8 -0.1%
VVP
706
Venture Visionary Partners
Ohio
$485K -$96.2K -1,518 -16%
FFS
707
Founders Financial Securities
Maryland
$485K +$27.2K +429 +6%
NICM
708
Neo Ivy Capital Management
New York
$481K +$509K +8,037 New
GVAG
709
Great Valley Advisor Group
Delaware
$476K +$21K +332 +4%
BRWM
710
B. Riley Wealth Management
Tennessee
$474K +$502K +7,921 New
GAG
711
GM Advisory Group
New York
$473K -$53.2K -839 -10%
BIC
712
Beach Investment Counsel
Pennsylvania
$470K – – –
QPWM
713
Quadrant Private Wealth Management
Pennsylvania
$469K -$69.7K -1,100 -12%
NB
714
NBT Bank
New York
$468K -$31.7K -500 -6%
XT
715
XTX Topco
Cayman Islands
$467K +$494K +7,799 New
ALAM
716
Asahi Life Asset Management
Japan
$467K +$494K +7,800 New
VDI
717
Vaughan David Investments
Illinois
$466K -$41.2K -650 -8%
BAM
718
Belpointe Asset Management
Nevada
$460K +$74.6K +1,177 +18%
SIM
719
Sentry Investment Management
Wisconsin
$459K – – –
Lido Advisors
720
Lido Advisors
California
$456K +$11.9K +187 +3%
OIA
721
Optimum Investment Advisors
Illinois
$446K -$25.4K -400 -5%
ITIM
722
Indiana Trust & Investment Management
Indiana
$442K +$55.5K +875 +10%
IWM
723
IHT Wealth Management
Illinois
$441K -$38.5K -607 -8%
JWCA
724
J.W. Cole Advisors
Florida
$437K -$75.5K -1,191 -14%
SXL
725
Summit X LLC
Missouri
$437K +$2.22K +35 +0.5%