We are live on ! Find out more
ULS icon

UL Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
EverSource Wealth Advisors
Alabama
$293K -$40.5K -428 -13%
SAG
277
SageView Advisory Group
California
$285K +$2.17K +23 +0.8%
MK
278
MASTERINVEST Kapitalanlage
$280K +$19.8K +209 +8%
SPC
279
Spirepoint Private Client
Florida
$280K -$1.99K -21 -0.8%
OIS
280
OneAscent Investment Solutions
Alabama
$278K +$258K +2,731 New
LIP
281
Lighthouse Investment Partners
Florida
$277K +$257K +2,715 New
PEWA
282
Pacific Excel Wealth Advisors
California
$264K +$245K +2,587 New
HFO
283
Heritage Family Offices
Arizona
$264K -$74.3K -786 -23%
CF
284
Centaurus Financial
California
$256K -$662 -7 -0.3%
KBC Group
285
KBC Group
Belgium
$249K
SCM
286
Shelton Capital Management
Colorado
$248K
IIM
287
INTECH Investment Management
Florida
$246K +$228K +2,412 New
BCA
288
Bay Colony Advisors
Massachusetts
$245K +$284 +3 +0.1%
ECM
289
Everence Capital Management
Indiana
$245K
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$243K +$226K +2,390 New
PCM
291
Prelude Capital Management
New York
$239K +$222K +2,351 New
PWM
292
Perigon Wealth Management
California
$238K +$221K +2,341 New
VT
293
Vise Technologies
New York
$233K +$216K +2,286 New
Jones Financial Companies
294
Jones Financial Companies
Missouri
$232K +$75.5K +798 +52%
NDSIB
295
North Dakota State Investment Board
North Dakota
$230K +$214K +2,262 New
FTWA
296
Fifth Third Wealth Advisors
Ohio
$228K +$212K +2,243 New
AssetMark Inc
297
AssetMark Inc
California
$216K +$143K +1,510 +247%
DP
298
Dearborn Partners
Illinois
$211K +$196K +2,075 New
CB
299
Commerce Bank
Missouri
$210K +$195K +2,064 New
TCWA
300
Turtle Creek Wealth Advisors
Texas
$208K +$194K +2,054 New