We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
351
Ashfield Capital Partners
California
$256K
BTNA
352
Bremer Trust National Association
Minnesota
$251K -$5.84K -107 -2%
LIA
353
LS Investment Advisors
Michigan
$250K -$13.5K -248 -6%
ZIM
354
Zacks Investment Management
Illinois
$240K -$218 -4 -0.1%
QC
355
Quadrature Capital
United Kingdom
$237K -$68.7K -1,260 -24%
FRM
356
Fox Run Management
Connecticut
$237K +$218K +4,000 New
Creative Planning
357
Creative Planning
Kansas
$231K +$382 +7 +0.2%
WAM
358
Wealthspire Advisors (Maryland)
Maryland
$231K +$24.5K +450 +13%
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$230K +$211K +3,877 New
BFM
360
Boston Financial Management
Massachusetts
$228K -$18K -330 -8%
FNT
361
First National Trust
Pennsylvania
$224K -$23.8K -437 -10%
GF
362
Gerstein Fisher
New York
$223K -$33.2K -608 -14%
OAM
363
Occidental Asset Management
California
$216K +$199K +3,648 New
MHC
364
Meyer Handelman Company
New York
$215K +$198K +3,625 New
AMIM
365
Aull & Monroe Investment Management
Alabama
$208K +$191K +3,502 New
TNBTD
366
Trustmark National Bank Trust Department
Mississippi
$208K +$191K +3,509 New
OCG
367
Opus Capital Group
Ohio
$205K -$93.9K -1,721 -33%
B
368
BancorpSouth
Mississippi
$204K +$188K +3,442 New
First Manhattan
369
First Manhattan
New York
$197K
PMFA
370
Plante Moran Financial Advisors
Michigan
$193K
FANJ
371
Financial Architects (New Jersey)
New Jersey
$185K +$171K +3,127 New
Zurich Cantonal Bank
372
Zurich Cantonal Bank
Switzerland
$183K
EWM
373
Evercore Wealth Management
New York
$182K
RWA
374
Ropes Wealth Advisors
Massachusetts
$172K
Barclays
375
Barclays
United Kingdom
$170K -$309K -5,668 -66%