We are live on ! Find out more
MORN icon

Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$28K +$4.57K +38 +21%
VCM
202
Versant Capital Management
Arizona
$25K -$361 -3 -1%
Fuller & Thaler Asset Management
203
Fuller & Thaler Asset Management
California
$25K
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$25K +$24.2K +201 New
MAM
205
Meeder Asset Management
Ohio
$23K -$49.8K -414 -69%
PA
206
Parallel Advisors
California
$19K
Simplex Trading
207
Simplex Trading
Illinois
$18K +$17.3K +144 New
AIM
208
Assured Investment Management
New York
$15K -$321K -2,669 -96%
PCP
209
Proficio Capital Partners
Massachusetts
$13K
SWP
210
Strategic Wealth Partners
Ohio
$13K +$12K +100 New
RFC
211
Regions Financial Corp
Alabama
$12K
FHA
212
First Horizon Advisors
Tennessee
$11K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$10K -$3.37K -28 -26%
MIM
214
MetLife Investment Management
New Jersey
$9.3K +$6.01K +50 +200%
PCM
215
Prelude Capital Management
New York
$9K -$6.49K -54 -43%
ADL
216
Asset Dedication LLC
California
$9K
CHC
217
City Holding Co
West Virginia
$8K
DSC
218
Duncker Streett & Co
Missouri
$8K
IA
219
IFP Advisors
Florida
$7K -$7.09K -59 -52%
MA
220
MUFG Americas
New York
$7K +$6.73K +56 New
SMFS
221
Squar Milner Financial Services
California
$7K +$7.45K +62 New
LWCFA
222
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.33K +36 New
QCG
224
Quadrant Capital Group
Ohio
$4K
SWM
225
SeaCrest Wealth Management
New York
$4K