We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
V
451
Veritable
Delaware
$106M -$366K -2,489 -0.3%
PFPT
452
Pinnacle Financial Partners (Tennessee)
Tennessee
$104M +$28.9M +196,471 +36%
WP
453
WealthPLAN Partners
Nebraska
$104M +$699K +4,747 +0.8%
CII
454
Capital International Inc
California
$104M -$9.97M -67,696 -8%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$104M +$3.27M +22,180 +3%
NRS
456
Neville Rodie & Shaw
New York
$104M -$706K -4,798 -0.6%
SIA
457
Sit Investment Associates
Minnesota
$103M -$3.49M -23,673 -3%
HC
458
Henshaw Capital
Massachusetts
$102M
GW
459
GW & Wade
Massachusetts
$102M -$2.39M -16,239 -2%
H
460
HoyleCohen
California
$101M -$2.78M -18,909 -3%
TFA
461
Teamwork Financial Advisors
Texas
$101M +$5.25M +35,644 +5%
FNBT
462
FineMark National Bank & Trust
Florida
$101M -$4.67M -31,702 -4%
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$101M +$724K +4,918 +0.7%
PFO
464
Pathstone Family Office
New Jersey
$100M +$28.9M +196,352 +38%
SRIM
465
Saratoga Research & Investment Management
California
$100M +$1.88M +12,783 +2%
BPWM
466
Badgley Phelps Wealth Managers
Washington
$99.1M +$103M +700,564 New
7CM
467
7G Capital Management
New York
$99M
CM
468
Castleark Management
Illinois
$98.9M -$13.8M -93,560 -12%
CA
469
CastleArk Alternatives
Illinois
$98.9M +$103M +698,760 New
DCM
470
Donaldson Capital Management
Indiana
$98.8M +$1.01M +6,862 +1%
VanEck Associates
471
VanEck Associates
New York
$98.7M +$5.73M +38,892 +6%
MIH
472
Meitav Investment House
Israel
$98.4M +$16.5M +112,074 +19%
FAB
473
First American Bank
Illinois
$98.4M +$122K +831 +0.1%
RJT
474
Raymond James Trust
Florida
$98.1M -$3.56M -24,189 -3%
PWP
475
Private Wealth Partners
California
$98M -$541K -3,673 -0.5%