We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Addenda Capital
1026
Addenda Capital
Quebec, Canada
$63.7M -$2.09M -7,314 -3%
Pittenger & Anderson Inc
1027
Pittenger & Anderson Inc
Nebraska
$63.7M -$378K -1,322 -0.6%
Middleton & Co
1028
Middleton & Co
Massachusetts
$63.7M -$1.08M -3,792 -2%
Blue Chip Partners
1029
Blue Chip Partners
Michigan
$63.7M -$287K -1,005 -0.5%
Close Asset Management
1030
Close Asset Management
United Kingdom
$63.4M +$634K +2,215 +1%
Ausdal Financial Partners
1031
Ausdal Financial Partners
Iowa
$63.3M -$40K -140 -0.1%
Granite Investment Partners
1032
Granite Investment Partners
California
$63.1M -$297K -1,040 -0.5%
Lee, Danner & Bass
1033
Lee, Danner & Bass
Tennessee
$63.1M -$1.26M -4,412 -2%
First Foundation Advisors
1034
First Foundation Advisors
California
$62.7M -$17.9M -62,723 -22%
Pallas Capital Advisors
1035
Pallas Capital Advisors
Massachusetts
$62.6M +$5.09M +17,792 +9%
Rossmore Private Capital
1036
Rossmore Private Capital
Connecticut
$62.6M +$1.32M +4,622 +2%
Rollins Financial Advisors
1037
Rollins Financial Advisors
New York
$62.6M -$603K -2,109 -1%
Washington Trust Bank
1038
Washington Trust Bank
Washington
$62.4M -$11M -38,574 -15%
Ceredex Value Advisors
1039
Ceredex Value Advisors
Florida
$62.3M +$61.6M +215,309 New
MKW
1040
Mullaney, Keating & Wright
Connecticut
$62.3M -$56.3K -197 -0.1%
Avenir Corporation
1041
Avenir Corporation
Virginia
$62.3M -$3.92M -13,713 -6%
Dorsey & Whitney Trust
1042
Dorsey & Whitney Trust
South Dakota
$62M -$565K -1,976 -0.9%
Twin Capital Management
1043
Twin Capital Management
Pennsylvania
$61.7M +$423K +1,479 +0.7%
Cassaday & Co Wealth Management
1044
Cassaday & Co Wealth Management
Virginia
$61.5M +$2.4M +8,398 +4%
Rehmann Capital Advisory Group
1045
Rehmann Capital Advisory Group
Michigan
$61.4M +$1.09M +3,810 +2%
Avidian Wealth Enterprises
1046
Avidian Wealth Enterprises
Texas
$61M +$1.72M +6,016 +3%
American Assets Investment Management
1047
American Assets Investment Management
California
$60.8M – – –
Capital Group Private Client Services
1048
Capital Group Private Client Services
California
$60.7M -$233K -814 -0.4%
VCM
1049
Violich Capital Management
California
$60.7M -$321K -1,121 -0.5%
Martingale Asset Management
1050
Martingale Asset Management
Massachusetts
$60.7M -$2.48M -8,687 -4%