We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
626
Systematic Financial Management
New Jersey
$384K
SIA
627
Schechter Investment Advisors
Michigan
$382K +$409K +1,592 New
JCM
628
Jacobi Capital Management
Pennsylvania
$381K
Jacobs Levy Equity Management
629
Jacobs Levy Equity Management
New Jersey
$381K +$408K +1,588 New
PL
630
Plancorp LLC
Missouri
$379K -$6.17K -24 -1%
DPIM
631
Duff & Phelps Investment Management
Illinois
$379K
AIIMS
632
Analyst IMS Investment Management Services
Israel
$377K
BWM
633
Baystate Wealth Management
Massachusetts
$375K
AG
634
AIA Group
Hong Kong
$371K -$30.3K -118 -7%
TAM
635
Trust Asset Management
Texas
$371K
CPIA
636
Cornell Pochily Investment Advisors
New York
$368K -$43.7K -170 -10%
SLAM
637
Swiss Life Asset Management
$368K -$3.61M -14,021 -90%
PFO
638
Pathstone Family Office
New Jersey
$365K +$162K +629 +71%
SACTSONJ
639
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$360K
HT
640
HighTower Trust
Texas
$360K +$386K +1,500 New
RCWM
641
Royal Capital Wealth Management
Indiana
$359K +$384K +1,495 New
AII
642
AGF Investments Inc
Ontario, Canada
$359K +$385K +1,496 New
WPA
643
Winning Points Advisors
Florida
$355K +$77.1K +300 +25%
ECM
644
Evergreen Capital Management
Washington
$353K -$1.09M -4,251 -74%
CCM
645
Coldstream Capital Management
Washington
$353K +$97.2K +378 +35%
MIG
646
McGuire Investment Group
Rhode Island
$352K -$46K -179 -11%
WWM
647
Western Wealth Management
Colorado
$352K +$383K +1,490 New
WG
648
Winton Group
United Kingdom
$346K +$371K +1,444 New
OPS
649
Orion Portfolio Solutions
Nebraska
$345K -$91.5K -356 -20%
ZF
650
Zhang Financial
Michigan
$342K