We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
651
Forum Financial Management
Illinois
$291K – – –
SQA
652
Simon Quick Advisors
New Jersey
$290K -$11.9K -23 -4%
SI
653
Stephens Inc
Arkansas
$290K +$8.26K +16 +3%
IAS
654
Insigneo Advisory Services
Florida
$290K +$16.5K +32 +7%
CAL
655
Capital Advisors Ltd
Ohio
$288K +$16.5K +32 +7%
MA
656
Montag & Associates
Georgia
$288K +$181K +350 +220%
CA
657
Commerzbank Aktiengesellschaft
Germany
$284K +$259K +502 New
XT
658
XTX Topco
Cayman Islands
$284K -$1.52M -2,944 -85%
BCM
659
BluePath Capital Management
Georgia
$280K +$6.71K +13 +3%
CI
660
Conning Inc
Connecticut
$275K +$5.16K +10 +2%
VAS
661
Vestmark Advisory Solutions
Massachusetts
$275K +$3.1K +6 +1%
BIG
662
Brooklyn Investment Group
New York
$274K +$250K +484 New
WANY
663
Wealthspire Advisors (New York)
New York
$268K +$516 +1 +0.2%
CPW
664
Crestmont Private Wealth
Texas
$268K +$16.5K +32 +7%
PCIA
665
Prime Capital Investment Advisors
Kansas
$268K +$244K +473 New
PE
666
Point72 Europe
United Kingdom
$267K +$244K +472 New
MG
667
Meritage Group
California
$265K +$7.74K +15 +3%
KWM
668
Kolinsky Wealth Management
New Jersey
$264K -$15K -29 -6%
EWA
669
EverSource Wealth Advisors
Alabama
$261K -$2.06K -4 -0.9%
WCM
670
WealthBridge Capital Management
Ohio
$257K +$1.55K +3 +0.7%
CIAS
671
Capital Investment Advisory Services
North Carolina
$255K +$233K +451 New
ECU
672
Eisler Capital (UK)
United Kingdom
$248K +$226K +438 New
WBC
673
Westpac Banking Corp
Australia
$247K -$761K -1,475 -77%
RSWM
674
Robertson Stephens Wealth Management
California
$247K +$3.61K +7 +2%
OFS
675
OneAscent Financial Services
Alabama
$246K +$224K +434 New
25 26
27
28 29