We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$567K +$173K +1,674 +43%
AWM
427
Aries Wealth Management
Maine
$559K – – –
IRF
428
IBM Retirement Fund
New York
$557K -$47K -455 -8%
RJT
429
Raymond James Trust
Florida
$553K -$89.4K -866 -14%
TWI
430
Thomas White International
Illinois
$547K -$196K -1,900 -26%
BF
431
BOK Financial
Oklahoma
$545K -$56.7K -549 -9%
LFG
432
Larson Financial Group
Missouri
$543K -$270K -2,615 -33%
JGC
433
J. Goldman & Co
New York
$535K -$2.23M -21,624 -80%
PIM
434
Profit Investment Management
Maryland
$523K – – –
BAAM
435
Baker Avenue Asset Management
California
$511K -$8.97M -86,855 -95%
CCG
436
Ceeto Capital Group
Florida
$510K – – –
WAM
437
Westport Asset Management
Connecticut
$510K – – –
DZ Bank
438
DZ Bank
Germany
$510K +$516K +5,000 New
AIM
439
Anchor Investment Management
South Carolina
$502K +$309K +2,995 +155%
PFO
440
Pathstone Family Office
New Jersey
$498K +$491K +4,755 +3,575%
BPCE
441
Bank Pictet & Cie (Europe)
Germany
$489K +$229K +2,219 +86%
WFO
442
Wealthgate Family Office
Colorado
$488K +$494K +4,785 New
CCM
443
CAAS Capital Management
New York
$487K +$493K +4,777 New
SP
444
Symmetry Partners
Connecticut
$485K -$200K -1,934 -29%
DLA
445
Douglas Lane & Associates
New York
$479K -$82.6K -800 -15%
YWP
446
YorkBridge Wealth Partners
New York
$473K +$119K +1,151 +33%
MIM
447
MTM Investment Management
South Carolina
$471K +$478K +4,625 New
OWM
448
Opes Wealth Management
California
$465K -$2.27K -22 -0.5%
RIM
449
Redpoint Investment Management
Australia
$461K – – –
KPWS
450
Kestra Private Wealth Services
Texas
$460K -$45.8K -444 -9%