We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
526
Donaldson Capital Management
Indiana
$260K +$245K +2,037 New
SIA
527
Strategic Investment Advisors
Michigan
$258K +$247K +2,052 New
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$257K -$1.81K -15 -0.7%
OC
529
Oppenheimer & Co
New York
$256K -$96.1K -798 -28%
NA
530
NewEdge Advisors
Louisiana
$253K -$1.32K -11 -0.6%
PWMG
531
Prestige Wealth Management Group
New Jersey
$251K -$37.7K -313 -14%
AFG
532
Albion Financial Group
Utah
$249K +$235K +1,948 New
BBHC
533
Brown Brothers Harriman & Co
New York
$248K -$69.7K -579 -23%
CMANY
534
Capital Management Associates (New York)
New York
$246K -$144K -1,200 -38%
KeyBank National Association
535
KeyBank National Association
Ohio
$236K +$223K +1,849 New
BHWM
536
Bar Harbor Wealth Management
New Hampshire
$233K +$219K +1,822 New
PA
537
Parallel Advisors
California
$230K +$35.5K +295 +20%
MIM
538
Marco Investment Management
Georgia
$230K +$217K +1,800 New
IRF
539
IBM Retirement Fund
New York
$229K +$216K +1,795 New
EMG
540
ETF Managers Group
New Jersey
$227K +$54.3K +451 +34%
MFG
541
Magnus Financial Group
New York
$221K +$208K +1,728 New
FCBT
542
First Citizens Bank & Trust
North Carolina
$220K -$1.58M -13,083 -88%
CC
543
ClearArc Capital
Ohio
$220K +$207K +1,721 New
CRC
544
Curi RMB Capital
Illinois
$217K +$205K +1,700 New
OWD
545
Osborn Williams & Donohoe
Ohio
$215K -$6.02K -50 -3%
TCM
546
Teza Capital Management
Illinois
$215K +$202K +1,681 New
IIC
547
Ironwood Investment Counsel
Arizona
$213K +$24.1K +200 +4%
FPS
548
Fieldpoint Private Securities
Connecticut
$211K +$199K +1,656 New
AIM
549
Arcadia Investment Management
Michigan
$204K – – –
MERSOM
550
Municipal Employees' Retirement System of Michigan
Michigan
$204K +$3.61K +30 +2%