We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
301
Jag Capital Management
Missouri
$283K -$699K -7,801 -74%
LWAM
302
Legacy Wealth Asset Management
Minnesota
$278K -$111K -1,233 -31%
Belpointe Asset Management
303
Belpointe Asset Management
Nevada
$269K +$77K +859 +48%
KBC Group
304
KBC Group
Belgium
$267K – – –
Vestmark Advisory Solutions
305
Vestmark Advisory Solutions
Massachusetts
$262K -$30K -335 -12%
WAM
306
World Asset Management
Michigan
$254K -$10.1K -113 -4%
Old National Bancorp
307
Old National Bancorp
Indiana
$250K +$219K +2,439 New
Independent Financial Group
308
Independent Financial Group
California
$238K +$208K +2,321 New
Creative Planning
309
Creative Planning
Kansas
$232K +$1.43K +16 +0.7%
EFSCE
310
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$202K +2,250 New
CI
311
Cigna Investments
Connecticut
$228K -$4.48K -50 -2%
MIAS
312
Mason Investment Advisory Services
Virginia
$227K – – –
HighPoint Advisor Group
313
HighPoint Advisor Group
Illinois
$226K +$198K +2,209 New
HCM
314
Hilton Capital Management
New York
$223K -$24.8K -277 -11%
BCA
315
Biltmore Capital Advisors
New Jersey
$223K – – –
CNC
316
Canandaigua National Corp
New York
$218K -$24.3K -271 -11%
PCP
317
Proficio Capital Partners
Massachusetts
$212K -$28.6K -319 -13%
IRF
318
IBM Retirement Fund
New York
$212K +$186K +2,076 New
NIMI
319
Natixis Investment Managers International
France
$206K +$35.9K +401 +25%
SKK
320
Shepherd Kaplan Krochuk
Massachusetts
$205K +$179K +2,000 New
Vontobel Holding
321
Vontobel Holding
Switzerland
$202K +$177K +1,972 New
Leonteq Securities AG
322
Leonteq Securities AG
Switzerland
$187K +$32.4K +361 +25%
HIA
323
Harbor Investment Advisory
Maryland
$183K +$83.3K +929 +108%
AF
324
Advisornet Financial
Minnesota
$174K – – –
PVH
325
Psagot Value Holdings
Israel
$168K +$26.9K +300 +22%