We are live on ! Find out more
MKTX icon

MarketAxess Holdings
MKTX

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
501
Financial Architects (New Jersey)
New Jersey
$43K -$44.7K -96 -53%
TL
502
TrueWealth LLC
Georgia
$39K – – –
HNB
503
Huntington National Bank
Ohio
$38K – – –
LWM
504
Liberty Wealth Management
California
$35K +$32.6K +70 New
BL
505
Balentine LLC
Georgia
$34K +$6.99K +15 +29%
SWM
506
Sugarloaf Wealth Management
Georgia
$31K – – –
GAM
507
Gemmer Asset Management
California
$28K – – –
LC
508
Lindbrook Capital
California
$28K – – –
RBC
509
Roble Belko & Company
Pennsylvania
$28K – – –
CA
510
Clearstead Advisors
Ohio
$25K – – –
FHA
511
First Horizon Advisors
Tennessee
$25K – – –
WTC
512
WhitTier Trust Company
Nevada
$25K – – –
GT
513
Glenmede Trust
Pennsylvania
$22K +$14.4K +31 +238%
APC
514
Aspire Private Capital
North Carolina
$21K +$18.6K +40 +2,000%
CFFP
515
Center for Financial Planning
Michigan
$19K – – –
LF
516
Lee Financial
Texas
$18K -$9.78K -21 -37%
GWM
517
Geneos Wealth Management
Colorado
$18K – – –
VEA
518
Virtus ETF Advisers
New York
$17K -$9.32K -20 -38%
RIM
519
Ranger Investment Management
Texas
$17K -$3.73K -8 -20%
CFN
520
Cordasco Financial Network
Florida
$17K – – –
OPS
521
Orion Portfolio Solutions
Nebraska
$17K +$11.6K +25 +313%
CI
522
CX Institutional
Indiana
$16K +$12.1K +26 +520%
CT
523
Caldwell Trust
Florida
$15.5K – – –
ETC
524
Exchange Traded Concepts
Oklahoma
$15K +$5.13K +11 +58%
TFA
525
Toth Financial Advisory
Virginia
$15K +$14K +30 New
19 20
21
22 23