We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
401
Pursue Wealth Partners
California
$3.26M -$58.3K -1,837 -2%
SP
402
SWS Partners
Ohio
$3.24M +$247K +7,793 +8%
KAS
403
Kestra Advisory Services
Texas
$3.23M -$647K -20,409 -17%
BA
404
Bristlecone Advisors
Washington
$3.18M
SC
405
Shellback Capital
Massachusetts
$3.17M
BFS
406
Bard Financial Services
Connecticut
$3.16M +$186K +5,850 +6%
STA
407
Summit Trail Advisors
New York
$3.15M -$220K -6,926 -7%
GIA
408
Gateway Investment Advisers
Ohio
$3.14M -$1.44M -45,452 -31%
M&T Bank
409
M&T Bank
New York
$3.1M +$241K +7,587 +8%
CA
410
Cullinan Associates
Kentucky
$3.1M -$114K -3,587 -4%
FWC
411
First Washington Corp
Washington
$3.09M
BAM
412
Boyar Asset Management
New York
$3.07M +$217K +6,827 +8%
BAM
413
Belpointe Asset Management
Nevada
$3.07M +$1.25M +39,461 +69%
CG
414
Cutler Group
California
$3.06M +$1.51M +47,607 +97%
AC
415
Asio Capital
Kentucky
$3.03M +$3.03M +95,607 New
NG
416
NWK Group
California
$2.96M +$2.96M +93,438 New
VF
417
Virtu Financial
New York
$2.96M -$1.79M -56,400 -38%
Nordea Investment Management
418
Nordea Investment Management
Sweden
$2.96M +$96.6K +3,046 +3%
CWM
419
Congress Wealth Management
Massachusetts
$2.91M +$351K +11,079 +14%
IP
420
Intellectus Partners
California
$2.9M +$265K +8,350 +10%
RG
421
Richelieu Gestion
France
$2.89M +$462K +14,564 +19%
Lazard Asset Management
422
Lazard Asset Management
New York
$2.87M +$2.38K +75 +0.1%
WT
423
Whittier Trust
California
$2.86M +$9.52K +300 +0.3%
Fiera Capital (Canada)
424
Fiera Capital (Canada)
Quebec, Canada
$2.84M +$207K +6,517 +8%
OQS
425
Occudo Quantitative Strategies
Florida
$2.84M +$2.84M +89,509 New