We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
301
Eads & Heald Wealth Management
Georgia
$534K -$57.4K -1,003 -10%
SS
302
Simplicity Solutions
Minnesota
$529K -$207K -3,617 -28%
BFG
303
Bleakley Financial Group
New Jersey
$529K -$2.98K -52 -0.6%
RA
304
Rational Advisors
New York
$523K +$527K +9,197 New
BCI
305
Brinker Capital Investments
Pennsylvania
$521K +$238K +4,151 +83%
OPS
306
Orion Portfolio Solutions
Nebraska
$521K +$333K +5,814 +174%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$508K +$84.6K +1,477 +20%
AIP
308
Ameritas Investment Partners
Nebraska
$503K – – –
Impax Asset Management Group
309
Impax Asset Management Group
United Kingdom
$498K +$267K +4,656 +114%
VIA
310
Vident Investment Advisory
Georgia
$493K -$1.1M -19,234 -69%
JFG
311
Jefferies Financial Group
New York
$492K +$496K +8,653 New
Swedbank
312
Swedbank
Sweden
$486K -$178K -3,100 -27%
WAAG
313
Wealth Alliance Advisory Group
Kansas
$484K +$227K +3,968 +87%
SC
314
Scotia Capital
Ontario, Canada
$480K -$21K -366 -4%
TC
315
TownSquare Capital
Utah
$469K +$473K +8,251 New
VCM
316
Virtue Capital Management
Tennessee
$468K -$286 -5 -0.1%
ESCM
317
Echo Street Capital Management
New York
$456K +$459K +8,021 New
API
318
Advisor Partners II
California
$451K -$47.5K -829 -9%
BC
319
Barnett & Company
Tennessee
$450K -$34.4K -600 -7%
PA
320
Profund Advisors
Maryland
$445K +$258K +4,504 +136%
MWM
321
Meridian Wealth Management
Kentucky
$442K – – –
DGAM
322
Desjardins Global Asset Management
Quebec, Canada
$442K +$445K +7,763 New
V
323
Veritable
Delaware
$441K -$185K -3,235 -29%
WI
324
WrapManager Inc
California
$441K +$152K +2,660 +52%
LPT
325
Legacy Private Trust
Wisconsin
$437K – – –