We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$64K +$6.58K +122 +12%
WAM
402
Wealthspire Advisors (Maryland)
Maryland
$62K – – –
VFA
403
Valeo Financial Advisors
Indiana
$60K -$26.9K -500 -31%
NIT
404
NumerixS Investment Technologies
British Columbia, Canada
$60K +$59.3K +1,100 New
CFGS
405
Concourse Financial Group Securities
Alabama
$58K +$55.6K +1,032 New
WT
406
Whittier Trust
California
$54K – – –
CAL
407
Capital Analysts LLC
Pennsylvania
$50K – – –
APP
408
Avantax Planning Partners
Iowa
$50K +$48.5K +900 New
FMTCOCP
409
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K – – –
FHA
410
Flagship Harbor Advisors
Massachusetts
$43K +$323 +6 +0.8%
ClearBridge Investments
411
ClearBridge Investments
New York
$42K – – –
TL
412
TrueWealth LLC
Georgia
$42K – – –
SIAP
413
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K +$38.8K +720 New
HWA
414
Heritage Wealth Advisors
Virginia
$40K +$39.4K +732 New
Fuller & Thaler Asset Management
415
Fuller & Thaler Asset Management
California
$34K -$108K -2,000 -77%
OIA
416
OneDigital Investment Advisors
Kansas
$33K – – –
VCM
417
Versant Capital Management
Arizona
$29K – – –
MMG
418
Monetary Management Group
Missouri
$28K – – –
FIA
419
FNY Investment Advisers
New York
$27K +$3.83K +71 +17%
AIL
420
AGF Investments LLC
Ontario, Canada
$27K +$26.4K +490 New
TG
421
TLP Group
Illinois
$26K -$14.1K -261 -36%
Loomis, Sayles & Company
422
Loomis, Sayles & Company
Massachusetts
$26K +$25.7K +477 New
SWM
423
SeaCrest Wealth Management
New York
$25K – – –
AS
424
Altshuler Shaham
Israel
$25K +$20.2K +374 +492%
GAM
425
Gemmer Asset Management
California
$24K – – –