We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
251
Evanson Asset Management
California
$471K
DIP
252
Davis Investment Partners
North Carolina
$451K
ACM
253
Aster Capital Management
United Arab Emirates
$445K +$457K +10,219 New
FC
254
FORA Capital
Florida
$442K +$454K +10,151 New
GPW
255
Gentry Private Wealth
Kansas
$428K +$4.21K +94 +1%
Vanguard Personalized Indexing Management
256
Vanguard Personalized Indexing Management
California
$421K +$238K +5,320 +122%
BCI
257
Brinker Capital Investments
Pennsylvania
$419K +$94.4K +2,111 +28%
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
$414K
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$413K +$93.6K +2,092 +28%
Federated Hermes
260
Federated Hermes
Pennsylvania
$401K -$4.34K -97 -1%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$395K +$276K +6,179 +218%
EIA
262
Eastover Investment Advisors
North Carolina
$390K
FA
263
Fiduciary Alliance
South Carolina
$382K +$392K +8,769 New
MHI
264
Miller Howard Investments
New York
$372K -$29K -648 -7%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$371K +$84.8K +1,895 +29%
GIM
266
Glenmede Investment Management
Pennsylvania
$367K +$377K +8,436 New
TPA
267
Trivium Point Advisory
Connecticut
$364K -$56.9K -1,273 -13%
SC
268
SummitTX Capital
Texas
$364K +$373K +8,347 New
ASN
269
Advisory Services Network
Georgia
$362K -$1.21K -27 -0.3%
GIA
270
Gateway Investment Advisers
Ohio
$362K +$35.9K +803 +11%
NFC
271
Northeast Financial Consultants
Connecticut
$362K
BOSSRA
272
B.O.S.S. Retirement Advisors
Utah
$357K +$2.59K +58 +0.7%
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
$357K -$1.58M -35,242 -81%
PA
274
PharVision Advisers
Florida
$353K +$149K +3,322 +70%
TAM
275
Tocqueville Asset Management
New York
$348K -$3.35M -75,000 -90%