We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
226
Bank Julius Baer & Co
Switzerland
$922K +$200K +2,825 +27%
Creative Planning
227
Creative Planning
Kansas
$893K -$75K -1,060 -8%
PSC
228
Prentiss Smith & Co
Vermont
$891K -$24.6K -347 -3%
RFC
229
Regions Financial Corp
Alabama
$873K +$29K +410 +3%
IIM
230
Ipswich Investment Management
Massachusetts
$868K +$5.95K +84 +0.7%
CIBC World Market
231
CIBC World Market
Ontario, Canada
$831K -$30.1K -425 -3%
CCMINC
232
Cardinal Capital Management Inc (North Carolina)
North Carolina
$814K +$34.8K +492 +4%
FP
233
Financial Perspectives
Minnesota
$814K +$3.99M +56,313 +6,918%
FCH
234
Freestone Capital Holdings
Washington
$801K +$37.2K +525 +5%
BTWM
235
Baker Tilly Wealth Management
Wisconsin
$797K +$459K +6,485 +133%
MCM
236
Mengis Capital Management
Oregon
$793K -$5.17K -73 -0.6%
Nordea Investment Management
237
Nordea Investment Management
Sweden
$793K +$795K +11,230 New
RMCM
238
Reynders McVeigh Capital Management
Massachusetts
$781K -$258K -3,639 -25%
SI
239
Stephens Inc
Arkansas
$774K +$64.8K +915 +9%
CCP
240
Corient Capital Partners
California
$771K +$27K +382 +4%
RJT
241
Raymond James Trust
Florida
$768K +$189K +2,670 +32%
FMT
242
First Mercantile Trust
Tennessee
$758K -$41.1K -580 -5%
OQS
243
Occudo Quantitative Strategies
Florida
$741K +$748K +10,561 New
BHIA
244
Birch Hill Investment Advisors
Massachusetts
$679K +$381K +5,377 +125%
ARMT
245
Amica Retiree Medical Trust
Rhode Island
$678K
CI
246
Cigna Investments
Connecticut
$674K -$7.22K -102 -1%
DTL
247
Dynamic Technology Lab
Singapore
$657K +$663K +9,362 New
Geode Capital Management
248
Geode Capital Management
Massachusetts
$656K +$270K +3,814 +69%
AP
249
Advisor Partners
California
$655K +$13.9K +197 +2%
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$654K