We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
326
Realta Investment Advisors
Delaware
$260K -$11.6K -37 -4%
NFG
327
Nations Financial Group
Iowa
$260K
PSUF
328
People's United Financial
Connecticut
$245K +$243K +776 New
MYAM
329
Meiji Yasuda Asset Management
Japan
$242K -$9.4K -30 -4%
BSW
330
Buckingham Strategic Wealth
Missouri
$242K -$3.13K -10 -1%
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$241K -$410K -1,310 -63%
DILIC
332
Dai-ichi Life Insurance Company
Japan
$241K
BFM
333
Boston Financial Management
Massachusetts
$238K
QC
334
QCM Cayman
Texas
$237K +$235K +750 New
CAM
335
Cresset Asset Management
Illinois
$236K +$234K +747 New
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$234K -$208K -663 -47%
CWM
337
Circle Wealth Management
New Jersey
$231K +$12.8K +41 +6%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$228K +$8.14K +26 +4%
Chevy Chase Trust
339
Chevy Chase Trust
Maryland
$228K +$9.71K +31 +4%
HSA
340
HBK Sorce Advisory
Pennsylvania
$224K +$222K +709 New
YMRC
341
Yorktown Management & Research Company
Virginia
$221K -$34.5K -110 -14%
QI
342
QS Investors
New York
$221K
EWM
343
Elmwood Wealth Management
California
$220K
NFSG
344
Newbridge Financial Services Group
Florida
$214K -$14.4K -46 -6%
BNP Paribas Asset Management
345
BNP Paribas Asset Management
France
$213K +$211K +675 New
BCM
346
Bayesian Capital Management
New York
$211K +$209K +667 New
DAS
347
Dynamic Advisor Solutions
Arizona
$208K +$206K +658 New
NA
348
NewEdge Advisors
Louisiana
$207K -$36.3K -116 -15%
IAA
349
Independent Advisor Alliance
North Carolina
$201K +$200K +637 New
RE
350
RBC Europe
United Kingdom
$192K +$16.6K +53 +10%