We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
151
Segall Bryant & Hamill
Illinois
$450K +$489K +17,887 New
Creative Planning
152
Creative Planning
Kansas
$445K +$77.1K +2,824 +19%
VF
153
Virtu Financial
New York
$443K -$231K -8,452 -32%
SWM
154
Sendero Wealth Management
Texas
$443K +$84.5K +3,093 +21%
YCM
155
Yousif Capital Management
Michigan
$434K
KAS
156
Kestra Advisory Services
Texas
$431K -$21.1K -771 -4%
Jane Street
157
Jane Street
New York
$427K -$21.7M -796,105 -98%
DBT
158
Dubuque Bank & Trust
Iowa
$417K +$55.8K +2,041 +14%
EGM
159
Engineers Gate Manager
New York
$413K +$448K +16,385 New
VAS
160
Vestmark Advisory Solutions
Massachusetts
$395K -$52.8K -1,933 -11%
WAM
161
Weatherly Asset Management
California
$391K +$423K +15,501 New
DI
162
Diligent Investors
California
$388K
UCFA
163
United Capital Financial Advisors
Texas
$370K -$7.08K -259 -2%
9WM
164
9258 Wealth Management
Ohio
$364K +$35.7K +1,308 +10%
S
165
SignatureFD
Georgia
$363K -$6.8K -249 -2%
HighTower Advisors
166
HighTower Advisors
Illinois
$361K -$280K -10,260 -42%
AWM
167
Altium Wealth Management
New York
$358K +$164K +5,997 +73%
GI
168
GAMCO Investors
Connecticut
$352K +$33.7K +1,234 +10%
GT
169
Greenleaf Trust
Michigan
$343K -$190K -6,964 -34%
GAA
170
Green Alpha Advisors
Colorado
$342K +$41.3K +1,511 +13%
FA
171
FDx Advisors
Illinois
$341K -$86.8K -3,178 -19%
CCA
172
Catalyst Capital Advisors
New York
$340K +$369K +13,498 New
FCM
173
Firsthand Capital Management
California
$332K
PCG
174
Private Capital Group
Connecticut
$324K +$18.1K +662 +5%
TAM
175
Tocqueville Asset Management
New York
$319K -$50.6K -1,852 -13%