We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HW
301
Hancock Whitney
Mississippi
$487K +$14K +940 +3%
QI
302
Qtron Investments
Massachusetts
$484K
WJWM
303
Williams Jones Wealth Management
New York
$480K +$1.2K +80 +0.3%
PWPS
304
Pinnacle Wealth Planning Services
Ohio
$474K +$464K +31,070 New
MOS
305
MGO One Seven
Ohio
$464K +$454K +30,420 New
NO
306
Ninety One
South Africa
$453K +$447K +29,945 New
PA
307
Parallel Advisors
California
$442K -$134K -8,960 -24%
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$441K -$5.9K -395 -1%
BTI
309
Blue Trust Inc
Georgia
$441K +$111K +7,435 +28%
AWS
310
Atria Wealth Solutions
New York
$439K +$2.31K +155 +0.5%
MCM
311
MAI Capital Management
Ohio
$439K -$56.2K -3,765 -12%
EAM
312
Eagle Asset Management
Florida
$430K -$12.7K -850 -3%
PA
313
Pinnacle Associates
New York
$429K +$1.87K +125 +0.4%
BP
314
Ballentine Partners
Massachusetts
$426K -$4.63K -310 -1%
CA
315
Clearstead Advisors
Ohio
$426K
BWP
316
BSW Wealth Partners
Colorado
$405K +$7.69K +515 +2%
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$403K +$9.86K +660 +3%
Point72 Asset Management
318
Point72 Asset Management
Connecticut
$392K -$789K -52,815 -67%
TPWM
319
Twelve Points Wealth Management
Massachusetts
$388K
KIA
320
Knollwood Investment Advisory
Maryland
$388K +$380K +25,450 New
WG
321
Welch Group
Alabama
$387K +$4.11K +275 +1%
DAS
322
Dynamic Advisor Solutions
Arizona
$386K +$31.1K +2,080 +9%
VIA
323
Vident Investment Advisory
Georgia
$382K +$374K +25,050 New
OWM
324
Opes Wealth Management
California
$382K
HH
325
Hilltop Holdings
Texas
$382K -$299 -20 -0.1%