We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$895K -$539K -7,445 -38%
AIM
752
Anchor Investment Management
South Carolina
$895K -$54.6K -755 -6%
WANY
753
Wealthspire Advisors (New York)
New York
$892K +$866K +11,974 New
NAMA
754
Nikko Asset Management Americas
New York
$882K +$6.15K +85 +0.7%
Thrivent Financial for Lutherans
755
Thrivent Financial for Lutherans
Minnesota
$878K +$293K +4,044 +53%
WAS
756
WESPAC Advisors SoCal
California
$878K +$571K +7,888 +203%
JCM
757
Jacobi Capital Management
Pennsylvania
$877K -$1.01K -14 -0.1%
NAM
758
Nissay Asset Management
Japan
$871K +$86.6K +1,197 +11%
EWA
759
Exencial Wealth Advisors
Oklahoma
$871K +$25.8K +357 +3%
LA
760
LVW Advisors
New York
$856K -$70K -968 -8%
CB
761
Cadence Bank
Mississippi
$851K -$14.5K -200 -2%
DWM
762
Drive Wealth Management
Utah
$847K +$6.8K +94 +0.8%
DAS
763
Dynamic Advisor Solutions
Arizona
$845K +$4.7K +65 +0.6%
BF
764
BOK Financial
Oklahoma
$844K -$137K -1,892 -14%
WEG
765
World Equity Group
Illinois
$840K +$12.4K +172 +2%
YWP
766
YorkBridge Wealth Partners
New York
$837K -$52.8K -730 -6%
HFS
767
Hantz Financial Services
Michigan
$834K +$763K +10,549 +1,643%
OPS
768
Orion Portfolio Solutions
Nebraska
$832K +$62.6K +866 +8%
CIP
769
Capital Insight Partners
Arizona
$832K -$461K -6,374 -36%
CI
770
Capital International
California
$830K -$57.9K -800 -7%
HNB
771
Huntington National Bank
Ohio
$827K +$122K +1,690 +18%
SIMG
772
Sonora Investment Management Group
Arizona
$821K -$69.3K -958 -8%
JWM
773
Janiczek Wealth Management
Colorado
$820K +$444K +6,134 +186%
CTC
774
Central Trust Company
Missouri
$819K -$864K -11,944 -52%
KIA
775
Knollwood Investment Advisory
Maryland
$819K +$795K +10,990 New