We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$1.08M -$365K -4,720 -25%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$83.6K +1,080 +9%
TC
428
TownSquare Capital
Utah
$1.06M +$98K +1,266 +10%
WT
429
Whittier Trust
California
$1.06M
BCV
430
Banque Cantonale Vaudoise
Switzerland
$1.05M -$3.56K -46 -0.3%
YWP
431
YorkBridge Wealth Partners
New York
$1.05M +$52.5K +678 +5%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$1.04M -$40.7K -526 -4%
WI
433
Wintrust Investments
Illinois
$1.03M +$351K +4,542 +52%
IC
434
IEQ Capital
California
$1.03M +$97.2K +1,256 +10%
ZB
435
Zions Bancorporation
Utah
$1.03M +$245K +3,160 +31%
OGC
436
Oak Grove Capital
New Hampshire
$1.02M +$15.5K +200 +2%
BPA
437
Beacon Pointe Advisors
California
$1.01M +$533K +6,892 +112%
CT
438
Chicago Trust
Illinois
$1M
S
439
SimplyRich
California
$996K
MAS
440
Meeder Advisory Services
Ohio
$991K +$992K +12,820 New
HIA
441
Harbor Investment Advisory
Maryland
$987K -$5.73K -74 -0.6%
CCM
442
Cullen Capital Management
New York
$982K -$958K -12,386 -49%
MFS
443
Mirabella Financial Services
United Kingdom
$979K +$37.5K +484 +4%
FTDI
444
First Trust Direct Indexing
Massachusetts
$976K +$298K +3,850 +44%
KCM
445
Kornitzer Capital Management
Kansas
$943K +$464 +6 +0%
RWM
446
RBA Wealth Management
California
$939K -$51.7K -668 -5%
TT
447
TI-Trust
Illinois
$930K
SW
448
SVB Wealth
Massachusetts
$926K +$376K +4,858 +68%
FFM
449
Fullerton Fund Management
Singapore
$905K +$907K +11,716 New
FFS
450
Founders Financial Securities
Maryland
$902K +$103K +1,332 +13%