We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
51
NewEdge Wealth
Pennsylvania
$773K +$12K +240 +1%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$773K +$12K +240 +1%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$746K -$85.2K -1,707 -9%
CGH
54
Crossmark Global Holdings
Texas
$685K -$43.4K -869 -5%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$676K -$717K -14,367 -49%
EWA
56
Exencial Wealth Advisors
Oklahoma
$636K +$28.1K +563 +4%
US Bancorp
57
US Bancorp
Minnesota
$629K -$74.3K -1,487 -10%
OMC
58
Old Mission Capital
Illinois
$629K +$44.1K +884 +7%
Osaic Holdings
59
Osaic Holdings
Arizona
$629K +$243K +4,867 +53%
MML Investors Services
60
MML Investors Services
Massachusetts
$614K +$27.1K +543 +4%
Truist Financial
61
Truist Financial
North Carolina
$599K -$69.7K -1,396 -9%
Victory Capital Management
62
Victory Capital Management
Texas
$583K
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$577K -$11.8K -237 -2%
Vanguard Personalized Indexing Management
64
Vanguard Personalized Indexing Management
California
$543K -$64.6K -1,294 -10%
M&T Bank
65
M&T Bank
New York
$526K +$42.3K +847 +8%
IRC
66
Investors Research Corp
Georgia
$424K +$3.75K +75 +0.8%
HPM
67
Hudson Portfolio Management
New York
$408K +$52.2K +1,045 +13%
CAN
68
Cetera Advisor Networks
California
$407K +$73.6K +1,473 +19%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$403K -$14.6K -292 -3%
LWAM
70
Legacy Wealth Asset Management
Minnesota
$401K +$8.54K +171 +2%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$400K +$448K +8,968 New
Millennium Management
72
Millennium Management
New York
$396K -$174K -3,482 -28%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$384K -$29.1K -582 -6%
S
74
SignatureFD
Georgia
$382K -$4.84K -97 -1%
SEI Investments
75
SEI Investments
Pennsylvania
$378K +$11.2K +224 +3%