We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
American Financial Group
Ohio
$3.77M -$47.7K -1,135 -1%
VWM
227
Venturi Wealth Management
Texas
$3.75M +$1.39M +32,979 +56%
NCMW
228
Northern Capital Management (Wisconsin)
Wisconsin
$3.71M -$204K -4,863 -5%
SFS
229
Sowell Financial Services
Arkansas
$3.63M +$110K +2,615 +3%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$3.62M -$348K -8,291 -9%
PFPT
231
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.58M +$257K +6,109 +8%
ECM
232
Evergreen Capital Management
Washington
$3.56M +$3.07M +73,107 +748%
MA
233
Montag & Associates
Georgia
$3.54M -$351K -8,354 -9%
NIP
234
Nicholas Investment Partners
California
$3.52M +$3.44M +81,921 New
HTC
235
Haverford Trust Company
Pennsylvania
$3.49M -$59.6K -1,419 -2%
ACI
236
AMP Capital Investors
Australia
$3.48M +$3.14M +74,690 +1,173%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$3.47M +$283K +6,727 +9%
LDB
238
Lee, Danner & Bass
Tennessee
$3.46M -$233K -5,556 -6%
UR
239
USCA RIA
Texas
$3.45M +$49K +1,166 +1%
GI
240
Gradient Investments
Minnesota
$3.44M +$151K +3,598 +5%
MNG
241
Manning & Napier Group
New York
$3.41M +$269K +6,404 +9%
EDRH
242
Edmond de Rothschild Holding
Switzerland
$3.4M -$359K -8,550 -10%
EVM
243
Eaton Vance Management
Massachusetts
$3.4M -$66.3K -1,578 -2%
LSC
244
Lesa Sroufe & Co
Washington
$3.39M -$78.2K -1,861 -2%
WAS
245
Winch Advisory Services
Wisconsin
$3.33M +$420K +9,994 +15%
BA
246
Bridgewater Associates
Connecticut
$3.27M -$216K -5,130 -6%
SW
247
SVB Wealth
Massachusetts
$3.27M -$60.8K -1,447 -2%
BC
248
Burney Company
Virginia
$3.27M -$127K -3,014 -4%
SWP
249
Stratos Wealth Partners
Ohio
$3.27M -$43.9K -1,045 -1%
TSW
250
Thompson Siegel & Walmsley
Virginia
$3.25M +$535K +12,742 +20%