We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
426
Integrated Wealth Concepts
Massachusetts
$865K -$804K -6,490 -52%
FFM
427
Forum Financial Management
Illinois
$863K +$991 +8 +0.1%
SFWC
428
Strategic Family Wealth Counselors
New Jersey
$859K -$297K -2,400 -25%
QI
429
Qtron Investments
Massachusetts
$853K
CAM
430
Cresset Asset Management
Illinois
$852K -$19.1K -154 -3%
NA
431
NewEdge Advisors
Louisiana
$841K +$12.3K +99 +2%
N
432
Natixis
France
$816K +$711K +5,739 New
IAA
433
Independent Advisor Alliance
North Carolina
$813K +$74.3K +600 +12%
Lazard Asset Management
434
Lazard Asset Management
New York
$812K +$21.6K +174 +3%
SC
435
SummitTX Capital
Texas
$804K +$700K +5,649 New
PFPG
436
Pinnacle Financial Partners (Georgia)
Georgia
$803K +$699K +5,646 New
CCM
437
Capstone Capital Management
$802K +$698K +5,635 New
PAG
438
Private Advisor Group
New Jersey
$787K +$236K +1,908 +53%
BAM
439
Blueshift Asset Management
New Jersey
$783K -$197K -1,587 -22%
ASN
440
Advisory Services Network
Georgia
$777K -$49.5K -400 -7%
HFS
441
Hantz Financial Services
Michigan
$768K +$486K +3,925 +267%
KPWS
442
Kestra Private Wealth Services
Texas
$762K +$19.7K +159 +3%
CWM
443
CIBC World Markets
New York
$757K +$659K +5,324 New
QC
444
Quadrature Capital
United Kingdom
$749K +$652K +5,267 New
SIM
445
Spark Investment Management
New York
$740K
BCV
446
Banque Cantonale Vaudoise
Switzerland
$735K +$34.4K +278 +6%
CA
447
Cache Advisors
California
$732K +$190K +1,533 +42%
VanEck Associates
448
VanEck Associates
New York
$730K -$61.4K -496 -9%
AF
449
Allworth Financial
California
$728K -$67.4K -544 -10%
SCM
450
Shelton Capital Management
Colorado
$728K -$31K -250 -5%