We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
201
Yorktown Management & Research Company
Virginia
$334K +$292K +12,800 New
KPWS
202
Kestra Private Wealth Services
Texas
$329K -$170K -7,471 -37%
DAM
203
Deltec Asset Management
New York
$326K -$34.2K -1,500 -11%
BBA
204
Baader Bank Aktiengesellschaft
Germany
$326K -$1.3K -57 -0.5%
Creative Planning
205
Creative Planning
Kansas
$316K +$277K +12,135 New
PAM
206
Panagora Asset Management
Massachusetts
$304K +$267K +11,680 New
AC
207
AXQ Capital
New Jersey
$302K -$557K -24,400 -68%
OWA
208
Outlook Wealth Advisors
Texas
$298K +$261K +11,438 New
RJFSA
209
Raymond James Financial Services Advisors
Florida
$296K -$75.3K -3,299 -23%
OWM
210
OneAscent Wealth Management
Alabama
$295K -$14.3K -627 -5%
XT
211
XTX Topco
Cayman Islands
$290K +$254K +11,123 New
MGWM
212
Marks Group Wealth Management
Minnesota
$289K -$8.49K -372 -3%
Credit Agricole
213
Credit Agricole
France
$277K -$5.48K -240 -2%
YCM
214
Yousif Capital Management
Michigan
$277K +$2.17K +95 +0.9%
SWP
215
Stratos Wealth Partners
Ohio
$268K +$234K +10,263 New
HCA
216
Harbour Capital Advisors
Virginia
$268K
FAIM
217
Financial Advocates Investment Management
Washington
$267K -$67.4K -2,953 -22%
RFC
218
Regions Financial Corp
Alabama
$263K -$4.22K -185 -2%
Vanguard Personalized Indexing Management
219
Vanguard Personalized Indexing Management
California
$261K +$2.46K +108 +1%
BCI
220
Brinker Capital Investments
Pennsylvania
$229K -$16.6K -726 -8%
OPS
221
Orion Portfolio Solutions
Nebraska
$229K -$16.6K -726 -8%
CG
222
Caprock Group
Idaho
$224K +$196K +8,609 New
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$222K +$194K +8,510 New
BFM
224
Boothbay Fund Management
New York
$219K +$192K +8,408 New
LPL Financial
225
LPL Financial
California
$219K +$191K +8,388 New