We are live on ! Find out more
ULS icon

UL Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
251
Thrive Wealth Management
Pennsylvania
$400K +$54.7K +578 +17%
ICP
252
Impact Capital Partners
Colorado
$394K -$270K -2,854 -42%
IAIM
253
International Assets Investment Management
Florida
$391K +$38.8K +410 +11%
Prudential Financial
254
Prudential Financial
New Jersey
$385K +$357K +3,775 New
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$381K -$176K -1,856 -33%
SW
256
Simplicity Wealth
New Jersey
$363K +$337K +3,560 New
GIA
257
Gateway Investment Advisers
Ohio
$357K +$332K +3,509 New
CCMG
258
Clark Capital Management Group
Pennsylvania
$356K +$331K +3,498 New
NB
259
Nicolet Bankshares
Wisconsin
$356K +$31.1K +329 +9%
IGAM
260
iA Global Asset Management
Quebec, Canada
$342K +$318K +3,358 New
GT
261
Glenmede Trust
Pennsylvania
$342K -$226K -2,391 -42%
FDP
262
Financiere des Professionnels
Quebec, Canada
$335K +$311K +3,293 New
Osaic Holdings
263
Osaic Holdings
Arizona
$335K +$122K +1,291 +65%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$330K +$306K +3,238 New
PG
265
Patten Group
Tennessee
$326K +$303K +3,203 New
AAM
266
Aureus Asset Management
Massachusetts
$317K – – –
CFG
267
Capital Financial Group
Colorado
$313K – – –
ProShare Advisors
268
ProShare Advisors
Maryland
$313K -$2.65K -28 -0.9%
LWA
269
Legacy Wealth Advisors
Florida
$305K +$283K +2,995 New
NAS
270
Nykredit A/S
Denmark
$303K +$282K +2,977 New
WFA
271
Wellspring Financial Advisors
Ohio
$303K -$25.2K -266 -8%
SOAM
272
SBI Okasan Asset Management
Japan
$300K – – –
AWE
273
Avidian Wealth Enterprises
Texas
$298K +$277K +2,927 New
BEI
274
Benjamin Edwards Inc
Missouri
$297K -$10.4K -110 -4%
AWM
275
Axxcess Wealth Management
California
$296K +$275K +2,907 New