We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Virtue Capital Management
Tennessee
$308K – – –
BWM
352
Baron Wealth Management
Michigan
$304K +$14.1K +172 +5%
GT
353
Glenmede Trust
Pennsylvania
$302K -$1.73M -21,001 -84%
DWM
354
Dakota Wealth Management
Florida
$298K +$9.04K +110 +3%
HJIM
355
Henry James International Management
New York
$298K – – –
BFO
356
Boston Family Office
Massachusetts
$297K – – –
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$297K -$226K -2,751 -42%
Mitsubishi UFJ Trust & Banking
358
Mitsubishi UFJ Trust & Banking
Japan
$297K +$22.9K +278 +8%
KPWS
359
Kestra Private Wealth Services
Texas
$293K +$19.4K +236 +7%
CWM
360
Calamos Wealth Management
Illinois
$293K -$12.6K -153 -4%
PWP
361
Pursue Wealth Partners
California
$292K – – –
WSFS
362
Wilmington Savings Fund Society
Delaware
$292K +$311K +3,787 New
Robeco Institutional Asset Management
363
Robeco Institutional Asset Management
Netherlands
$289K – – –
William Blair & Company
364
William Blair & Company
Illinois
$288K -$101K -1,226 -25%
GT
365
Greenleaf Trust
Michigan
$282K – – –
SIA
366
Schechter Investment Advisors
Michigan
$281K -$658 -8 -0.2%
WI
367
Wahed Invest
New York
$279K +$23.7K +288 +9%
AWS
368
Atria Wealth Solutions
New York
$274K +$34.4K +418 +13%
CG
369
Caprock Group
Idaho
$273K -$3.62K -44 -1%
EVM
370
Evelyn V. Moreno
$271K +$290K +3,523 New
VA
371
Vident Advisory
Georgia
$267K +$284K +3,459 New
ECM
372
Evergreen Capital Management
Washington
$265K -$8.47K -103 -3%
VC
373
Vicus Capital
Pennsylvania
$264K +$281K +3,421 New
FT
374
Fiduciary Trust
Massachusetts
$263K +$34K +414 +14%
CB
375
Commerce Bank
Missouri
$263K +$280K +3,409 New