We are live on ! Find out more
TRI icon

Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
226
Jackson Grant Investment Advisers
Connecticut
$396K
OQS
227
Occudo Quantitative Strategies
Florida
$384K +$371K +3,500 New
William Blair & Company
228
William Blair & Company
Illinois
$381K +$847 +8 +0.2%
MS
229
Maven Securities
Jersey
$381K +$30.2K +285 +9%
CCB
230
Country Club Bank
Missouri
$379K -$4.55K -43 -1%
MMA
231
Miracle Mile Advisors
California
$376K -$21.3K -201 -6%
TC
232
Tacita Capital
Ontario, Canada
$372K
BIC
233
Beach Investment Counsel
Pennsylvania
$350K
KeyBank National Association
234
KeyBank National Association
Ohio
$342K
BBVA
235
Banco Bilbao Vizcaya Argentaria
Spain
$338K -$82.6K -780 -20%
CI
236
Cigna Investments
Connecticut
$337K +$9.01K +85 +3%
ECM
237
Evergreen Capital Management
Washington
$337K +$10.1K +95 +3%
FTDI
238
First Trust Direct Indexing
Massachusetts
$335K +$52.8K +498 +20%
AWM
239
AE Wealth Management
Kansas
$335K +$323K +3,052 New
HNW
240
High Note Wealth
Minnesota
$334K
WA
241
Wealth Alliance
New York
$332K +$9.43K +89 +3%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$327K +$17.6K +166 +6%
GIS
243
Grayhawk Investment Strategies
Alberta, Canada
$317K +$237K +2,240 New
PAG
244
Private Advisor Group
New Jersey
$316K +$1.06K +10 +0.3%
TFA
245
Transamerica Financial Advisors
Florida
$310K +$299K +2,823 New
SWA
246
Stratos Wealth Advisors
Ohio
$304K
PFS
247
Prospera Financial Services
Texas
$304K +$39.3K +371 +16%
PAS
248
Park Avenue Securities
New York
$304K +$58.5K +552 +25%
Lido Advisors
249
Lido Advisors
California
$302K -$158K -1,495 -35%
CIM
250
Contravisory Investment Management
Massachusetts
$302K +$3.07K +29 +1%