We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MS
326
Maven Securities
Jersey
$490K +$439K +838 New
CPBTD
327
Central Pacific Bank - Trust Division
Hawaii
$489K +$437K +835 New
IIM
328
Ipswich Investment Management
Massachusetts
$480K
JSW
329
Journey Strategic Wealth
New Jersey
$477K
HWMA
330
Heritage Wealth Management (Arizona)
Arizona
$473K -$8.38K -16 -2%
OIA
331
OneDigital Investment Advisors
Kansas
$455K -$34K -65 -8%
I
332
InceptionR
California
$446K -$29.8K -57 -7%
SPA
333
Sherbrooke Park Advisers
New York
$445K +$398K +760 New
AWS
334
Atria Wealth Solutions
New York
$442K -$89.5K -171 -18%
SAG
335
SageView Advisory Group
California
$439K +$1.99M +3,800 New
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$427K
Cerity Partners
337
Cerity Partners
New York
$417K -$160K -306 -30%
IAS
338
Insigneo Advisory Services
Florida
$415K +$36.6K +70 +11%
BFG
339
Bleakley Financial Group
New Jersey
$414K +$24.1K +46 +7%
SW
340
Simplicity Wealth
New Jersey
$414K +$370K +707 New
FNBOO
341
First National Bank of Omaha
Nebraska
$410K
LWAM
342
Legacy Wealth Asset Management
Minnesota
$410K -$57.1K -109 -13%
SAM
343
Shell Asset Management
Netherlands
$404K -$45K -86 -9%
HP
344
Hilltop Partners
Indiana
$404K
MYAM
345
Meiji Yasuda Asset Management
Japan
$398K +$356K +680 New
CNBT
346
Canandaigua National Bank & Trust
New York
$395K -$90.6K -173 -20%
WS
347
Wedbush Securities
California
$394K +$352K +673 New
QCG
348
Quadrant Capital Group
Ohio
$369K +$5.76K +11 +2%
ECM
349
Evergreen Capital Management
Washington
$367K +$16.2K +31 +5%
MA
350
MJP Associates
Connecticut
$365K +$64.4K +123 +25%