We are live on ! Find out more
BCS icon

Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$1.36M +$1.21M +73,193 New
VT
152
Vise Technologies
New York
$1.35M +$1.2M +72,760 New
RWA
153
Redhawk Wealth Advisors
Minnesota
$1.35M -$31.4K -1,899 -3%
Russell Investments Group
154
Russell Investments Group
United Kingdom
$1.31M -$4.5M -271,967 -79%
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$1.28M -$13.9K -838 -1%
ACA
156
Atlas Capital Advisors
Wyoming
$1.24M -$5.92K -358 -0.5%
GWMR
157
GC Wealth Management RIA
Massachusetts
$1.22M +$87.5K +5,291 +9%
Pzena Investment Management
158
Pzena Investment Management
New York
$1.2M +$87.8K +5,308 +9%
NW
159
NewEdge Wealth
Pennsylvania
$1.17M +$117K +7,084 +14%
HJIM
160
Henry James International Management
New York
$1.14M +$470K +28,412 +86%
MFG
161
Merit Financial Group
Georgia
$1.14M +$351K +21,194 +53%
IQI
162
Integrated Quantitative Investments
Washington
$1.07M +$544K +32,863 +134%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1.04M +$9.91K +599 +1%
BTI
164
Blue Trust Inc
Georgia
$1.01M +$104K +6,259 +13%
TI
165
TrueMark Investments
Illinois
$1M +$138K +8,372 +18%
Grantham, Mayo, Van Otterloo & Co (GMO)
166
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$957K -$7.17M -433,606 -89%
NA
167
NewEdge Advisors
Louisiana
$949K +$66.2K +4,001 +9%
IWC
168
Integrated Wealth Concepts
Massachusetts
$936K +$236K +14,252 +40%
BCM
169
Barometer Capital Management
Ontario, Canada
$927K +$571K +34,500 +219%
LWAM
170
Legacy Wealth Asset Management
Minnesota
$916K -$89.8K -5,428 -10%
LCGC
171
Legacy Capital Group California
California
$916K +$550K +33,223 +207%
PWPS
172
Pinnacle Wealth Planning Services
Ohio
$909K +$63.6K +3,845 +9%
FFM
173
Forum Financial Management
Illinois
$896K
MWM
174
Manske Wealth Management
Texas
$890K -$39.5K -2,387 -5%
AssetMark Inc
175
AssetMark Inc
California
$882K +$538K +32,500 +218%