We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
151
Nordea Investment Management
Sweden
$767K -$46.1K -200 -6%
FTDI
152
First Trust Direct Indexing
Massachusetts
$757K +$705K +3,060 New
WCM Investment Management
153
WCM Investment Management
California
$751K +$212K +919 +43%
TF
154
TLWM Financial
Texas
$750K +$15.4K +67 +2%
PVH
155
Psagot Value Holdings
Israel
$742K -$36.6M -158,769 -98%
FBFS
156
First Business Financial Services
Wisconsin
$671K -$36.2K -157 -5%
JF
157
Jump Financial
Illinois
$668K +$622K +2,700 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$657K +$46.3K +201 +8%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$636K -$1.99M -8,638 -77%
AWM
160
Avior Wealth Management
Nebraska
$626K -$87.3K -379 -13%
SBH
161
Segall Bryant & Hamill
Illinois
$624K -$2.53K -11 -0.4%
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$616K -$63.8K -277 -10%
SCA
163
Summit Creek Advisors
Minnesota
$596K +$141K +610 +34%
SEC
164
Seven Eight Capital
New York
$594K +$553K +2,400 New
KLC
165
Knowledge Leaders Capital
Colorado
$575K +$6.45K +28 +1%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$570K -$1.19M -5,145 -69%
Creative Planning
167
Creative Planning
Kansas
$564K -$278K -1,208 -35%
QIM
168
Quantitative Investment Management
Virginia
$564K +$526K +2,283 New
SG
169
Stonnington Group
California
$561K +$507K +2,200 New
SPC
170
Sigma Planning Corp
Michigan
$558K +$239K +1,038 +85%
IAA
171
Independent Advisor Alliance
North Carolina
$557K +$3.46K +15 +0.7%
CI
172
Capital International
California
$553K +$515K +2,236 New
BRWA
173
B. Riley Wealth Advisors
Florida
$541K -$138K -600 -22%
PFO
174
Pathstone Family Office
New Jersey
$531K +$103K +446 +26%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$529K -$31.8K -138 -6%