We are live on ! Find out more
OTEX icon

Open Text

Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$9.79K +$224 +7 +3%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$6.29K +$5.39K +168 New
TFA
253
Transamerica Financial Advisors
Florida
$6.03K +$5.19K +162 New
QCG
254
Quadrant Capital Group
Ohio
$6.02K +$5.16K +161 New
DMIC
255
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.42K +$4.65K +145 New
UB
256
UMB Bank
Missouri
$4.93K +$1.19K +37 +39%
AAP
257
Arax Advisory Partners
Colorado
$4.52K -$49.1K -1,531 -93%
CFB
258
Cullen/Frost Bankers
Texas
$4.51K +$3.88K +121 New
HNW
259
High Note Wealth
Minnesota
$4.19K – – –
LI
260
Louisbourg Investments
New Brunswick, Canada
$4.11K -$3.16M -98,461 -100%
ASN
261
Advisory Services Network
Georgia
$3.85K +$3.3K +103 New
TCM
262
Tradewinds Capital Management
Washington
$3.74K – – –
ZBNA
263
Zions Bancorporation, National Association
Utah
$2.69K -$224 -7 -9%
LFG
264
Larson Financial Group
Missouri
$2.64K +$930 +29 +69%
FWM
265
FSA Wealth Management
Massachusetts
$2.5K – – –
BGAI
266
Bruce G. Allen Investments
Colorado
$1.94K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$1.76K +$321 +10 +27%
SPIA
268
Steward Partners Investment Advisory
New York
$1.71K -$128 -4 -8%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.65K +$1.41K +44 New
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$1.46K – – –
CFO
271
CVA Family Office
Colorado
$1.42K +$1.22K +38 New
HFS
272
Hughes Financial Services
Virginia
$1.39K – – –
BFS
273
Bare Financial Services
Pennsylvania
$1.35K – – –
TWD
274
True Wealth Design
Ohio
$1.2K +$224 +7 +28%
GWM
275
Geneos Wealth Management
Colorado
$1.2K -$6.67K -208 -87%