We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Washburn Capital Management
Florida
$358K -$356K -8,340 -42%
Daiwa Securities Group
552
Daiwa Securities Group
Japan
$358K +$8.54K +200 +7%
SPP
553
Single Point Partners
Massachusetts
$358K +$490K +11,464 New
AFAS
554
Acorn Financial Advisory Services
Virginia
$357K +$170K +3,989 +54%
ARG
555
Advisory Resource Group
Oklahoma
$353K +$227K +5,310 +89%
AWM
556
Avior Wealth Management
Nebraska
$352K +$278K +6,500 +136%
CCM
557
Chimera Capital Management
New York
$352K +$482K +11,280 New
MC
558
Moors & Cabot
Massachusetts
$349K +$17.1K +400 +4%
DGAM
559
Desjardins Global Asset Management
Quebec, Canada
$347K -$292K -6,850 -38%
N
560
Natixis
France
$346K -$6.91M -161,775 -94%
GVAG
561
Great Valley Advisor Group
Delaware
$346K +$105K +2,450 +28%
VCA
562
Verdence Capital Advisors
Maryland
$345K -$192K -4,488 -29%
CW
563
CreativeOne Wealth
Kansas
$345K +$190K +4,450 +68%
BFEC
564
Benjamin F. Edwards & Company
Missouri
$344K +$62.8K +1,470 +15%
MTWM
565
Masso Torrence Wealth Management
New Jersey
$340K +$465K +10,888 New
BIAS
566
Beacon Investment Advisory Services
New Jersey
$337K +$5.12K +120 +1%
PPP
567
Private Portfolio Partners
New Jersey
$336K +$94.8K +2,220 +26%
CFGS
568
Concourse Financial Group Securities
Alabama
$334K +$27.8K +650 +6%
COI
569
Connable Office Inc
Michigan
$331K
WI
570
Wahed Invest
New York
$331K +$228K +5,330 +101%
RHBC
571
R.H. Bluestein & Co
Michigan
$328K -$19.6K -460 -4%
Nuveen
572
Nuveen
North Carolina
$325K +$444K +10,400 New
DAS
573
Dynamic Advisor Solutions
Arizona
$324K +$44.8K +1,050 +11%
MC
574
Matisse Capital
Oregon
$322K +$17.1K +400 +4%
HCA
575
Harbour Capital Advisors
Virginia
$321K +$97.4K +2,280 +28%