We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Vestmark Advisory Solutions
501
Vestmark Advisory Solutions
Massachusetts
$407K +$7.06K +46 +2%
P
502
Pitcairn
Pennsylvania
$405K -$921 -6 -0.2%
Laird Norton Wetherby Wealth Management
503
Laird Norton Wetherby Wealth Management
California
$404K -$2.61K -17 -0.7%
VF
504
Virtu Financial
New York
$400K -$82.7K -539 -17%
QC
505
Quent Capital
New York
$396K +$7.21K +47 +2%
RIM
506
Redpoint Investment Management
Australia
$395K – – –
AAM
507
AMI Asset Management
California
$394K +$58.5K +381 +18%
DF Dent & Co
508
DF Dent & Co
Maryland
$391K +$22.9K +149 +6%
BIA
509
Benchmark Investment Advisors
Illinois
$388K – – –
CT
510
Cambridge Trust
Massachusetts
$386K -$277K -1,805 -42%
OPPTF
511
OPSEU Pension Plan Trust Fund
Ontario, Canada
$386K +$10.1K +66 +3%
HCM
512
Hilton Capital Management
New York
$386K +$23.5K +153 +7%
PWMG
513
Prestige Wealth Management Group
New Jersey
$384K -$1.53K -10 -0.4%
MAM
514
Meeder Asset Management
Ohio
$382K +$99.1K +646 +36%
CPA
515
Court Place Advisors
Maryland
$378K – – –
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$368K +$363K +2,364 New
FF
517
FourThought Financial
Florida
$363K -$4.45K -29 -1%
FTDI
518
First Trust Direct Indexing
Massachusetts
$363K +$32.2K +210 +10%
Heritage Wealth Advisors
519
Heritage Wealth Advisors
Virginia
$362K -$11K -72 -3%
Old National Bancorp
520
Old National Bancorp
Indiana
$355K +$4.76K +31 +1%
CCP
521
Corient Capital Partners
California
$352K +$54.5K +355 +19%
SWM
522
Segment Wealth Management
Texas
$349K – – –
Segall Bryant & Hamill
523
Segall Bryant & Hamill
Illinois
$344K +$158K +1,028 +87%
PTC
524
Private Trust Company
Ohio
$342K -$568K -3,701 -63%
AWM
525
Aberdeen Wealth Management
Illinois
$342K – – –