We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
NewEdge Wealth
Pennsylvania
$2.58M -$24.9K -1,078 -1%
GCM
177
Graham Capital Management
Connecticut
$2.57M +$461K +19,951 +25%
MCCA
178
Mill Creek Capital Advisors
Pennsylvania
$2.56M +$36.6K +1,583 +2%
MSU
179
Mizuho Securities USA
New York
$2.54M +$2.31M +100,000 New
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$2.53M -$35.6K -1,542 -2%
SP
181
Successful Portfolios
Florida
$2.5M -$34.7K -1,500 -1%
AFG
182
Atomi Financial Group
New York
$2.47M +$354K +15,336 +19%
VA
183
Vident Advisory
Georgia
$2.47M +$96.2K +4,162 +4%
CG
184
Caprock Group
Idaho
$2.43M -$230K -9,949 -9%
B
185
Bailard
California
$2.4M -$1.56M -67,498 -42%
EA
186
Ellsworth Advisors
Ohio
$2.37M +$20K +864 +0.9%
OCM
187
Ovata Capital Management
Hong Kong
$2.36M +$1.14M +49,300 +112%
SG Americas Securities
188
SG Americas Securities
New York
$2.33M +$917K +39,669 +76%
WPW
189
Waldron Private Wealth
Pennsylvania
$2.33M -$163K -7,045 -7%
HAM
190
Harber Asset Management
North Carolina
$2.29M -$7.42M -320,945 -78%
BCM
191
BTC Capital Management
Iowa
$2.23M +$635K +27,482 +46%
RhumbLine Advisers
192
RhumbLine Advisers
Massachusetts
$2.23M -$126K -5,457 -6%
AWS
193
Atria Wealth Solutions
New York
$2.22M -$59.5K -2,576 -3%
FGP
194
Foyston, Gordon, & Payne
Ontario, Canada
$2.21M -$77.7K -3,361 -4%
BP
195
Ballentine Partners
Massachusetts
$2.2M +$312K +13,493 +18%
BCM
196
Barden Capital Management
Texas
$2.2M +$23.3K +1,010 +1%
Osaic Holdings
197
Osaic Holdings
Arizona
$2.19M -$300K -12,963 -13%
Vontobel Holding
198
Vontobel Holding
Switzerland
$2.12M -$194K -8,403 -9%
EARNEST Partners
199
EARNEST Partners
Georgia
$2.12M -$324K -14,022 -14%
FRA
200
Frank Rimerman Advisors
California
$2.1M -$6.01K -260 -0.3%