We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
1051
Zions Bancorporation, National Association
Utah
$40.3M +$5.89M +26,015 +17%
TA
1052
TruWealth Advisors
Louisiana
$40.3M +$325K +1,437 +0.8%
CP
1053
CenterBook Partners
Connecticut
$40.2M +$4.1M +18,116 +11%
FHA
1054
Flagship Harbor Advisors
Massachusetts
$40.1M -$186K -822 -0.4%
BFIM
1055
Beese Fulmer Investment Management
Ohio
$39.9M +$290K +1,279 +0.7%
KFP
1056
KMG Fiduciary Partners
Ohio
$39.9M +$1.03M +4,536 +3%
MIM
1057
Morningstar Investment Management
Illinois
$39.9M +$24.9M +110,020 +154%
EIA
1058
Edgemoor Investment Advisors
Maryland
$39.9M +$277K +1,224 +0.7%
BMO
1059
Beck Mack & Oliver
New York
$39.8M +$498K +2,199 +1%
AP
1060
Appleton Partners
Massachusetts
$39.7M -$4.75K -21 -0%
JGC
1061
J. Goldman & Co
New York
$39.7M -$79.3M -350,435 -66%
MGIA
1062
Moneta Group Investment Advisors
Missouri
$39.6M -$673K -2,975 -2%
CSIC
1063
Clifford Swan Investment Counsel
California
$39.6M -$323K -1,426 -0.8%
GGH
1064
GCM Grosvenor Holdings
Illinois
$39.5M -$14.1M -62,294 -26%
RG
1065
Renaissance Group
Kentucky
$39.5M -$924K -4,082 -2%
OHIF
1066
Oriental Harbor Investment Fund
Hong Kong
$39.4M -$40.7M -179,810 -50%
EPIMS
1067
Evelyn Partners Investment Management Services
$39.4M +$3.91M +17,270 +11%
Wolverine Trading
1068
Wolverine Trading
Illinois
$39.3M +$40M +176,899 New
FAT
1069
First American Trust
California
$39.3M -$2.91M -12,875 -7%
DP
1070
DDD Partners
Washington
$39.2M +$1.06M +4,693 +3%
DG
1071
DigitalBridge Group
Florida
$39.2M -$5.3M -23,394 -12%
AFG
1072
Atomi Financial Group
New York
$39.1M +$3.91M +17,253 +11%
AF
1073
Ally Financial
Michigan
$39.1M +$7.02M +31,000 +21%
AIP
1074
ARS Investment Partners
New York
$38.9M -$5.37M -23,727 -12%
VIM
1075
Vancity Investment Management
British Columbia, Canada
$38.9M +$718K +3,173 +2%