We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
476
Polaris Wealth Advisory Group
California
$244K
SIA
477
Sit Investment Associates
Minnesota
$244K
EOJOAM
478
E. Ohman J:or Asset Management
Sweden
$241K -$189K -1,900 -46%
BHWM
479
Bar Harbor Wealth Management
New Hampshire
$241K +$218K +2,196 New
DCM
480
Dupont Capital Management
Delaware
$232K +$210K +2,119 New
MIM
481
Marco Investment Management
Georgia
$229K -$19.9K -200 -9%
LOAMS
482
Lombard Odier Asset Management (Switzerland)
Switzerland
$224K +$202K +2,038 New
BW
483
Bison Wealth
Georgia
$224K +$203K +2,044 New
FT
484
Fiduciary Trust
Massachusetts
$223K +$202K +2,032 New
Capital Fund Management (CFM)
485
Capital Fund Management (CFM)
France
$222K +$201K +2,028 New
FMW
486
Farr Miller & Washington
District of Columbia
$219K +$199K +2,000 New
CB
487
Cadence Bank
Mississippi
$212K -$119K -1,200 -38%
SCM
488
Sterling Capital Management
North Carolina
$212K -$30.7K -309 -14%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$208K -$30.9K -311 -14%
W
490
Wealthfront
California
$208K +$188K +1,897 New
HPC
491
Hobart Private Capital
North Carolina
$208K +$188K +1,893 New
JFGLC
492
Johnson Financial Group LLC (Colorado)
Colorado
$202K -$51.7K -521 -22%
WCM
493
Weatherstone Capital Management
Colorado
$201K +$182K +1,831 New
HA
494
Halsey Associates
Connecticut
$201K +$182K +1,836 New
SB
495
Simmons Bank
Arkansas
$200K +$182K +1,832 New
LS
496
Livforsakringsbolaget Skandia
Sweden
$197K
PCG
497
Private Capital Group
Connecticut
$196K +$166K +1,668 +1,450%
PCM
498
Prelude Capital Management
New York
$196K +$177K +1,786 New
AIM
499
Arcadia Investment Management
Michigan
$176K
CAPTRUST Financial Advisors
500
CAPTRUST Financial Advisors
North Carolina
$176K +$17.5K +176 +12%