We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
226
KeyBank National Association
Ohio
$3.08M +$200K +5,101 +8%
RIL
227
Rothschild Investment LLC
Illinois
$3.05M -$344K -8,768 -12%
NW
228
NewEdge Wealth
Pennsylvania
$3.05M -$432K -11,014 -15%
TPCW
229
TD Private Client Wealth
New York
$2.96M -$207K -5,277 -8%
HT
230
Heritage Trust
Oklahoma
$2.94M +$3.92K +100 +0.2%
ACIM
231
Azimuth Capital Investment Management
Michigan
$2.93M +$11K +280 +0.5%
4WM
232
44 Wealth Management
Oregon
$2.92M -$603K -15,401 -20%
DCM
233
Delta Capital Management
New Jersey
$2.9M
SOAMC
234
Spirit of America Management Corp
New York
$2.88M
BRWA
235
B. Riley Wealth Advisors
Florida
$2.88M -$1.12M -28,685 -32%
CBU
236
CIBC Bancorp USA
Illinois
$2.87M +$2.39M +60,973 New
SDIC
237
South Dakota Investment Council
South Dakota
$2.82M -$1.18M -30,200 -33%
S
238
SharpePoint
Arizona
$2.79M -$103K -2,639 -4%
CFO
239
Callan Family Office
Pennsylvania
$2.78M -$714K -18,224 -24%
Victory Capital Management
240
Victory Capital Management
Texas
$2.78M
CG
241
Caprock Group
Idaho
$2.74M -$57.9K -1,477 -2%
SGAM
242
Smith Group Asset Management
Texas
$2.72M +$313K +7,980 +16%
GJWM
243
Gilliland Jeter Wealth Management
Arkansas
$2.66M +$9.29K +237 +0.4%
IC
244
IEQ Capital
California
$2.66M -$471K -12,022 -17%
Wellington Management Group
245
Wellington Management Group
Massachusetts
$2.61M +$178K +4,556 +9%
HPG
246
Harvest Portfolios Group
Ontario, Canada
$2.59M +$121K +3,097 +6%
BPA
247
Beacon Pointe Advisors
California
$2.54M +$708K +18,079 +50%
VA
248
Vident Advisory
Georgia
$2.52M +$386K +9,852 +22%
CIAS
249
Capital Investment Advisory Services
North Carolina
$2.52M -$111K -2,824 -5%
IIL
250
Insight Inv LLC
California
$2.49M +$50K +1,275 +2%