We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DSAM
251
Dock Street Asset Management
Florida
$2.46M
Assenagon Asset Management
252
Assenagon Asset Management
Luxembourg
$2.4M -$24.2M -96,363 -90%
LSA
253
Leonteq Securities AG
Switzerland
$2.37M +$1.61M +6,400 +147%
PCIG
254
Partners Capital Investment Group
Massachusetts
$2.35M +$710K +2,826 +36%
ISWM
255
Independent Solutions Wealth Management
New York
$2.34M +$198K +787 +8%
SO
256
STRS Ohio
Ohio
$2.32M +$411K +1,636 +18%
UCMOK
257
United Capital Management of KS
Kansas
$2.26M -$545K -2,168 -17%
IAA
258
Independent Advisor Alliance
North Carolina
$2.24M +$1.36M +5,392 +113%
VR
259
Viridian RIA
Washington
$2.22M -$2.51M -9,983 Closed
AIM
260
Achmea Investment Management
Netherlands
$2.21M
ACM
261
Alight Capital Management
New York
$2.2M -$2.51M -10,000 -50%
FCM
262
Firsthand Capital Management
California
$2.2M
CWM
263
Cordatus Wealth Management
Pennsylvania
$2.13M -$131K -523 -5%
FMT
264
First Mercantile Trust
Tennessee
$2.12M -$68.1K -271 -3%
AC
265
Athanor Capital
New York
$2.06M -$2.46M -9,806 -51%
SWM
266
Spire Wealth Management
Virginia
$2.05M +$2.36M +9,374 New
BBVA
267
Banco Bilbao Vizcaya Argentaria
Spain
$2.03M +$295K +1,174 +14%
DACG
268
Donor Advised Charitable Giving
California
$2.03M
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$2.03M +$219K +872 +12%
Cerity Partners
270
Cerity Partners
New York
$2.02M +$1.43M +5,708 +165%
PHK
271
Point72 Hong Kong
Hong Kong
$2.02M -$2M -7,972 -47%
BM
272
Brandywine Managers
Delaware
$2M
JMPWA
273
JP Morgan Private Wealth Advisors
California
$1.99M -$1.65M -6,572 -42%
BF
274
BOK Financial
Oklahoma
$1.97M +$1.02M +4,056 +83%
AIC
275
Ameritas Investment Company
Nebraska
$1.97M +$2.25M +8,943 New