We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$335K +$5.93K +1,290 +3%
Cerity Partners
152
Cerity Partners
New York
$335K +$165K +35,859 +251%
JFG
153
Jefferies Financial Group
New York
$334K +$230K +50,000 New
Vanguard Personalized Indexing Management
154
Vanguard Personalized Indexing Management
California
$333K +$50.5K +10,977 +28%
YCM
155
Yousif Capital Management
Michigan
$329K – – –
S
156
SignatureFD
Georgia
$325K +$32.2K +7,014 +17%
T. Rowe Price Associates
157
T. Rowe Price Associates
Maryland
$312K – – –
DZ Bank
158
DZ Bank
Germany
$308K +$93.3K +20,301 +79%
Prudential Financial
159
Prudential Financial
New Jersey
$306K +$139K +30,317 +196%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$304K +$34.4K +7,481 +20%
AAM
161
Azzad Asset Management
Virginia
$286K +$197K +42,760 New
AWM
162
Avaii Wealth Management
Wisconsin
$285K +$196K +42,671 New
QPBE
163
Quintet Private Bank (Europe)
Luxembourg
$272K -$102K -22,173 -35%
CA
164
Commerzbank Aktiengesellschaft
Germany
$272K -$166K -36,062 -47%
CIC
165
Canal Insurance Company
South Carolina
$267K – – –
CGH
166
Crossmark Global Holdings
Texas
$263K +$1.08K +235 +0.6%
IAS
167
Insigneo Advisory Services
Florida
$257K +$6.2K +1,349 +4%
PFS
168
Prospera Financial Services
Texas
$246K -$597 -130 -0.4%
WWA
169
WCG Wealth Advisors
Nevada
$244K +$168K +36,541 New
NA
170
NewEdge Advisors
Louisiana
$241K +$105K +22,802 +172%
QCG
171
Quadrant Capital Group
Ohio
$239K -$9.8K -2,133 -6%
Lido Advisors
172
Lido Advisors
California
$238K +$46.3K +10,080 +40%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$233K -$5.65K -1,229 -3%
IIA
174
IPG Investment Advisors
California
$230K +$8.17K +1,777 +5%
VA
175
Vident Advisory
Georgia
$224K -$147K -31,879 -49%