We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$735K +$39.1K +269 +5%
IAA
227
Independent Advisor Alliance
North Carolina
$734K +$17.3K +119 +2%
PWPS
228
Pinnacle Wealth Planning Services
Ohio
$728K +$97.6K +672 +14%
BCM
229
BTC Capital Management
Iowa
$720K +$871 +6 +0.1%
PFM
230
Parsec Financial Management
North Carolina
$690K -$16.8K -116 -2%
RHBC
231
R.H. Bluestein & Co
Michigan
$675K -$2.9K -20 -0.4%
MFG
232
Monte Financial Group
Connecticut
$665K +$33.4K +230 +5%
TPCW
233
TD Private Client Wealth
New York
$660K +$124K +856 +21%
CIM
234
Confluence Investment Management
Missouri
$657K +$15.7K +108 +2%
EVM
235
Eaton Vance Management
Massachusetts
$646K -$344K -2,369 -23%
GI
236
GAMCO Investors
Connecticut
$638K +$49.4K +340 +8%
NIG
237
NFJ Investment Group
Texas
$634K -$60K -413 -8%
XT
238
XTX Topco
Cayman Islands
$630K +$30.5K +210 +5%
WFI
239
West Family Investments
California
$569K +$59.1K +407 +11%
SPIA
240
Steward Partners Investment Advisory
New York
$569K +$133K +919 +28%
HIIFS
241
Harel Insurance Investments & Financial Services
Israel
$567K +$610K +4,200 New
IWA
242
Intercontinental Wealth Advisors
Texas
$565K +$12.2K +84 +2%
VF
243
Virtu Financial
New York
$561K +$103K +711 +21%
RJT
244
Raymond James Trust
Florida
$549K +$23.8K +164 +4%
OWA
245
One Wealth Advisors
California
$524K +$1.74K +12 +0.3%
TRCT
246
Tower Research Capital (TRC)
New York
$516K +$555K +3,822 New
SCA
247
Snowden Capital Advisors
New York
$515K +$93.2K +642 +20%
BG
248
Bahl & Gaynor
Ohio
$511K -$24.7K -170 -4%
WA
249
Wealth Alliance
New York
$499K +$40.1K +276 +8%
William Blair & Company
250
William Blair & Company
Illinois
$493K -$1.03M -7,122 -66%