We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$848K +$242K +8,409 +36%
FA
102
FDx Advisors
Illinois
$844K -$224K -7,785 -20%
YCM
103
Yousif Capital Management
Michigan
$801K -$6.48K -225 -0.8%
HWMA
104
Heritage Wealth Management (Arizona)
Arizona
$796K +$111K +3,855 +15%
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792K -$87.7K -3,043 -9%
BDS
106
Banco de Sabadell
Florida
$778K -$187K -6,509 -18%
CAM
107
Cidel Asset Management
Ontario, Canada
$770K
FCH
108
Freestone Capital Holdings
Washington
$769K -$2.99M -103,928 -78%
Creative Planning
109
Creative Planning
Kansas
$690K +$30.1K +1,044 +4%
NW
110
NewEdge Wealth
Pennsylvania
$685K +$732K +25,412 New
QI
111
Qtron Investments
Massachusetts
$660K
CIBC World Market
112
CIBC World Market
Ontario, Canada
$642K +$205K +7,109 +43%
IWA
113
Intercontinental Wealth Advisors
Texas
$633K
MWM
114
Mission Wealth Management
California
$616K +$81.9K +2,842 +14%
UBS Group
115
UBS Group
Switzerland
$572K +$87.5K +3,037 +17%
KAS
116
Kestra Advisory Services
Texas
$565K +$95K +3,297 +19%
RWM
117
Ritholtz Wealth Management
New York
$560K -$346K -12,021 -37%
AWA
118
Amplius Wealth Advisors
Pennsylvania
$560K -$38.7K -1,345 -6%
NW
119
Naviter Wealth
Arkansas
$510K +$545K +18,931 New
FC
120
FORA Capital
Florida
$509K +$544K +18,880 New
PA
121
Profund Advisors
Maryland
$497K -$90.3K -3,136 -15%
ECM
122
ExodusPoint Capital Management
New York
$490K +$29.8K +1,034 +6%
LSAG
123
Lake Street Advisors Group
New Hampshire
$487K -$35.2K -1,222 -6%
Cerity Partners
124
Cerity Partners
New York
$477K +$510K +17,708 New
Janus Henderson Group
125
Janus Henderson Group
$469K +$374 +13 +0.1%