We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$723K +$229K +1,204 +37%
ECAM
527
East Coast Asset Management
Massachusetts
$721K
WA
528
Waverly Advisors
Alabama
$717K +$439K +2,313 +110%
BCI
529
Brinker Capital Investments
Pennsylvania
$711K -$1.44M -7,575 -63%
SCB
530
Saudi Central Bank
Saudi Arabia
$700K +$819K +4,309 New
TMAM
531
Tokio Marine Asset Management
Japan
$694K
BP
532
Ballentine Partners
Massachusetts
$693K +$467K +2,457 +136%
TCM
533
Twin Capital Management
Pennsylvania
$674K +$788K +4,146 New
VAS
534
Vestmark Advisory Solutions
Massachusetts
$673K -$356K -1,872 -31%
FPAS
535
Focus Partners Advisor Solutions
Missouri
$672K +$786K +4,136 New
MIM
536
Morningstar Investment Management
Illinois
$668K +$230K +1,212 +42%
KFA
537
Kelleher Financial Advisors
New York
$651K
BO
538
Bank OZK
Arkansas
$650K
Vanguard National Trust
539
Vanguard National Trust
Pennsylvania
$650K +$760K +4,000 New
Nomura Holdings
540
Nomura Holdings
Japan
$649K +$389K +2,049 +105%
PCM
541
Polymer Capital Management
New York
$649K +$759K +3,994 New
CBA
542
Coastal Bridge Advisors
Connecticut
$646K -$4.37K -23 -0.6%
RWM
543
Ritholtz Wealth Management
New York
$641K +$312K +1,640 +71%
EF
544
Empirical Finance
Pennsylvania
$639K -$760 -4 -0.1%
LFG
545
Larson Financial Group
Missouri
$638K +$556K +2,925 +293%
NA
546
Nordwand Advisors
Pennsylvania
$634K -$2.59M -13,632 -78%
WF
547
Welch & Forbes
Massachusetts
$634K
RBI
548
Raiffeisen Bank International
Austria
$634K +$425K +2,236 +136%
AFG
549
ABLE Financial Group
Arizona
$630K +$102K +536 +16%
DIP
550
DT Investment Partners
Pennsylvania
$629K