We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OA
176
Oxbow Advisors
Texas
$599K -$12M -374,869 -95%
OFA
177
Oak Family Advisors
Illinois
$598K +$657K +20,500 New
PSP
178
Principal Street Partners
Tennessee
$589K +$17.5K +546 +3%
DADC
179
D.A. Davidson & Co
Montana
$589K +$177K +5,527 +38%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$579K +$65.5K +2,045 +11%
FHC
181
First Heartland Consultants
Missouri
$573K -$23.2K -725 -4%
MA
182
Modus Advisors
Minnesota
$572K – – –
FPS
183
Fieldpoint Private Securities
Connecticut
$570K -$4.77K -149 -0.8%
CWM
184
C2C Wealth Management
Arizona
$566K – – –
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$566K -$15.6K -486 -2%
HWM
186
HB Wealth Management
Georgia
$549K -$82.3K -2,569 -12%
AWS
187
Atria Wealth Solutions
New York
$546K +$269K +8,384 +81%
GAM
188
Griffin Asset Management
New York
$528K +$6.08K +190 +1%
SEI Investments
189
SEI Investments
Pennsylvania
$517K +$568K +17,725 New
Mercer Global Advisors
190
Mercer Global Advisors
Colorado
$515K -$53.1K -1,659 -9%
FCI
191
Financial Counselors Inc
Kansas
$497K – – –
MC
192
Moors & Cabot
Massachusetts
$487K -$50.4K -1,575 -9%
William Blair & Company
193
William Blair & Company
Illinois
$482K +$207K +6,467 +64%
LW
194
Linscomb Wealth
Texas
$462K -$130K -4,055 -20%
HT
195
Heritage Trust
Oklahoma
$460K +$506K +15,795 New
BRWA
196
B. Riley Wealth Advisors
Florida
$457K -$8.94K -279 -2%
MP
197
McDonald Partners
Ohio
$452K +$7.33K +229 +1%
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$447K +$23.9K +747 +5%
Ameriprise
199
Ameriprise
Minnesota
$445K -$18.7K -583 -4%
SPIA
200
Steward Partners Investment Advisory
New York
$444K +$39.8K +1,242 +9%