We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
401
Urban Wealth Management
California
$423K +$413K +3,918 New
HC
402
HNP Capital
New York
$420K -$5.06K -48 -1%
SWP
403
Stratos Wealth Partners
Ohio
$410K -$42.1K -399 -10%
DA
404
Doliver Advisors
Texas
$406K -$34.2K -324 -8%
CWM
405
Centric Wealth Management
Illinois
$395K – – –
VCP
406
Verus Capital Partners
Arizona
$395K +$9.07K +86 +2%
TIAM2
407
Tru Independence Asset Management 2
Oregon
$389K – – –
PFS
408
Prospera Financial Services
Texas
$388K +$38.2K +362 +11%
HLA
409
Hamilton Lane Advisors
Pennsylvania
$385K – – –
AAM
410
Azzad Asset Management
Virginia
$384K +$32.3K +306 +9%
SDH
411
Sloy Dahl & Holst
Washington
$384K -$69.6K -660 -16%
Cerity Partners
412
Cerity Partners
New York
$383K +$191K +1,814 +103%
NB
413
Norinchukin Bank
Japan
$381K +$108K +1,025 +41%
Lido Advisors
414
Lido Advisors
California
$380K -$5.27K -50 -1%
IAIM
415
International Assets Investment Management
Florida
$378K -$29.8K -283 -7%
TMAM
416
Tokio Marine Asset Management
Japan
$376K +$62K +588 +20%
DCM
417
Driehaus Capital Management
Illinois
$373K +$364K +3,452 New
SC
418
Shay Capital
New York
$368K +$359K +3,406 New
BCM
419
Brookstone Capital Management
Illinois
$361K -$44.8K -425 -12%
CLOS
420
Compagnie Lombard Odier SCmA
Switzerland
$356K +$67K +635 +24%
VVP
421
Venture Visionary Partners
Ohio
$354K +$3.16K +30 +0.9%
SPIA
422
Steward Partners Investment Advisory
New York
$344K -$32.2K -305 -9%
LNC
423
Lincoln National Corp
Pennsylvania
$344K -$21.6K -205 -6%
AAS
424
Ameritas Advisory Services
Nebraska
$341K +$69.6K +660 +26%
CW
425
CreativeOne Wealth
Kansas
$340K +$40K +379 +14%