We are live on ! Find out more
MORN icon

Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
276
Verdence Capital Advisors
Maryland
$253K -$10.3K -59 -4%
MC
277
Machina Capital
France
$250K +$278K +1,602 New
HPC
278
HM Payson & Co
Maine
$250K +$156K +900 +129%
PS
279
Principal Securities
Iowa
$248K +$348 +2 +0.1%
EWM
280
Empirical Wealth Management
Washington
$247K +$57.2K +329 +26%
CFM
281
Catalyst Funds Management
Australia
$242K +$269K +1,550 New
NAM
282
NorthCrest Asset Manangement
Minnesota
$239K +$250K +1,441 New
AF
283
Allworth Financial
California
$235K +$172K +989 +192%
VA
284
VestGen Advisors
Illinois
$233K +$259K +1,492 New
CAG
285
Crestwood Advisors Group
Massachusetts
$231K +$257K +1,481 New
WA
286
Waddell & Associates
Tennessee
$229K +$255K +1,470 New
JWCA
287
J.W. Cole Advisors
Florida
$229K +$255K +1,465 New
CFG
288
Citizens Financial Group
Rhode Island
$226K +$252K +1,450 New
CAM
289
Claret Asset Management
Quebec, Canada
$226K +$252K +1,448 New
DWM
290
Diversify Wealth Management
Utah
$223K -$821K -4,727 -79%
DAS
291
Diversify Advisory Services
Utah
$223K +$213K +1,224 New
EP
292
Essential Partners
California
$208K +$122K +704 +112%
DnB Asset Management
293
DnB Asset Management
Norway
$207K
1C
294
111 Capital
France
$202K +$225K +1,295 New
NAS
295
Nykredit A/S
Denmark
$188K +$210K +1,206 New
SOW
296
State of Wyoming
Wyoming
$187K +$99.2K +571 +91%
1IA
297
1620 Investment Advisors
Massachusetts
$186K +$207K +1,190 New
PA
298
Parallel Advisors
California
$172K -$33.2K -191 -15%
EWA
299
EverSource Wealth Advisors
Alabama
$168K +$80.5K +463 +75%
Ensign Peak Advisors
300
Ensign Peak Advisors
Utah
$168K -$690K -3,972 -79%