We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Claro Advisors
Massachusetts
$282K +$81K +1,289 +36%
AAM
527
Azzad Asset Management
Virginia
$280K +$302K +4,812 New
RS
528
R Squared
Hong Kong
$279K +$210K +3,340 +230%
HW
529
Hancock Whitney
Mississippi
$275K +$296K +4,713 New
CPIG
530
Chicago Partners Investment Group
Illinois
$269K -$128K -2,038 -35%
DAS
531
Dynamic Advisor Solutions
Arizona
$267K -$18.9K -301 -6%
FFM
532
Forum Financial Management
Illinois
$263K +$40.4K +643 +17%
MLM
533
Mount Lucas Management
Pennsylvania
$256K +$277K +4,400 New
LOIM
534
Liberty One Investment Management
Illinois
$255K +$7.29K +116 +3%
TAM
535
Titleist Asset Management
Texas
$254K – – –
FFA
536
Fi3 Financial Advisors
Indiana
$251K +$271K +4,306 New
FIM
537
Freedom Investment Management
Connecticut
$247K -$67.5K -1,074 -20%
EW
538
Evoke Wealth
California
$245K +$264K +4,200 New
SPIA
539
Steward Partners Investment Advisory
New York
$243K -$70.8K -1,127 -21%
NWM
540
Northwest Wealth Management
Iowa
$241K +$260K +4,136 New
DWM
541
Drive Wealth Management
Utah
$241K +$259K +4,126 New
CGH
542
Crossmark Global Holdings
Texas
$239K -$1.49M -23,766 -85%
GIA
543
Gladstone Institutional Advisory
Florida
$237K -$45.9K -730 -15%
WWC
544
Waypoint Wealth Counsel
Georgia
$235K +$254K +4,037 New
CCM
545
CAAS Capital Management
New York
$234K +$253K +4,020 New
TPWA
546
TRUE Private Wealth Advisors
Oregon
$231K -$3.39K -54 -1%
Thrivent Financial for Lutherans
547
Thrivent Financial for Lutherans
Minnesota
$230K – – –
UCFA
548
United Capital Financial Advisors
Texas
$224K +$22.4K +357 +10%
BBHC
549
Brown Brothers Harriman & Co
New York
$223K – – –
National Bank of Canada
550
National Bank of Canada
Quebec, Canada
$222K -$2.3M -36,598 -91%