We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
551
D.A. Davidson & Co
Montana
$639K -$22.3K -75 -3%
AIM
552
Aigen Investment Management
New York
$638K +$667K +2,240 New
HW
553
Hancock Whitney
Mississippi
$632K -$161K -540 -20%
KIG
554
Kennedy Investment Group
New Jersey
$631K -$26.2K -88 -4%
WP
555
Woodline Partners
California
$630K -$41.9M -140,865 -98%
Capstone Investment Advisors
556
Capstone Investment Advisors
New York
$630K -$372K -1,249 -36%
BAM
557
Berkshire Asset Management
Pennsylvania
$628K -$96.7K -325 -13%
EWS
558
Evergreen Wealth Solutions
Pennsylvania
$627K -$46.4K -156 -7%
SCM
559
Stevens Capital Management
Pennsylvania
$626K +$654K +2,198 New
IDBONY
560
Israel Discount Bank of New York
New York
$624K -$73.5K -247 -10%
CCM
561
Coldstream Capital Management
Washington
$624K +$11.9K +40 +2%
RFC
562
Regions Financial Corp
Alabama
$623K -$16.4K -55 -2%
CUAMC
563
China Universal Asset Management Company
China
$620K +$13.7K +46 +2%
PF
564
Phoenix Financial
Israel
$618K +$653K +2,194 New
EWM
565
Evercore Wealth Management
New York
$615K -$893 -3 -0.1%
JF
566
Jump Financial
Illinois
$608K +$636K +2,135 New
FLPIM
567
F.L. Putnam Investment Management
Massachusetts
$603K +$15.5K +52 +3%
AA
568
Auxano Advisors
Washington
$603K
MAS
569
Meeder Advisory Services
Ohio
$601K +$37.5K +126 +6%
CP
570
Camelot Portfolios
Ohio
$598K +$298K +1,000 +91%
WIM
571
Westside Investment Management
California
$597K
RWA
572
Ropes Wealth Advisors
Massachusetts
$595K -$40.2K -135 -6%
JMFC
573
J.M. Forbes & Co
Massachusetts
$592K
Bank Julius Baer & Co
574
Bank Julius Baer & Co
Switzerland
$592K +$269K +903 +77%
WI
575
Wahed Invest
New York
$588K +$64K +215 +12%