We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$673K +$327K +1,505 +89%
TSWM
502
Triangle Securities Wealth Management
North Carolina
$672K -$12.4K -57 -2%
EAM
503
Empirical Asset Management
Massachusetts
$670K +$438K +2,012 +172%
Vanguard Personalized Indexing Management
504
Vanguard Personalized Indexing Management
California
$668K +$222K +1,022 +47%
BC
505
Burney Company
Virginia
$667K -$360K -1,655 -34%
IP
506
Intellectus Partners
California
$661K +$244K +1,120 +55%
SIP
507
Scott Investment Partners
United Kingdom
$653K – – –
EWS
508
Evergreen Wealth Solutions
Pennsylvania
$653K +$23.7K +109 +4%
CP
509
CenterBook Partners
Connecticut
$639K -$17.6K -81 -3%
IA
510
IndexIQ Advisors
New York
$636K +$40.2K +185 +7%
CC
511
Corton Capital
Ontario, Canada
$636K +$657K +3,020 New
EF
512
Empirical Finance
Pennsylvania
$631K +$122K +562 +23%
CCIA
513
Campbell & Co Investment Adviser
Maryland
$630K +$651K +2,992 New
MGP
514
Metis Global Partners
California
$623K +$223K +1,024 +53%
KFP
515
KB Financial Partners
New Jersey
$618K +$101K +463 +19%
Westfield Capital Management
516
Westfield Capital Management
Massachusetts
$616K -$242K -1,112 -28%
DMBA
517
Deseret Mutual Benefit Administrators
Utah
$616K -$52K -239 -8%
KIA
518
KCM Investment Advisors
California
$616K -$51.3K -236 -7%
IA
519
IFP Advisors
Florida
$616K +$314K +1,443 +233%
FT
520
Fiduciary Trust
Massachusetts
$615K -$9.35K -43 -1%
KLC
521
Knowledge Leaders Capital
Colorado
$607K – – –
YIH
522
Y-Intercept (HK)
Hong Kong
$607K +$40.2K +185 +7%
RWA
523
Ropes Wealth Advisors
Massachusetts
$602K -$8.26K -38 -1%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$600K -$21.1K -97 -3%
WWM
525
Westwood Wealth Management
California
$598K -$304K -1,400 -33%