We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
551
Sound View Wealth Advisors Group
Georgia
$203K +$191K +1,586 New
CIA
552
Choate Investment Advisors
Massachusetts
$203K +$191K +1,589 New
DCM
553
Dupont Capital Management
Delaware
$187K
PCG
554
Private Capital Group
Connecticut
$180K +$110K +915 +142%
NFG
555
Next Financial Group
Texas
$174K +$164K +1,366 New
ARMT
556
Amica Retiree Medical Trust
Rhode Island
$169K +$159K +1,320 New
SMFS
557
Squar Milner Financial Services
California
$165K -$18.1K -150 -10%
LJHT
558
Laurie J. Hall Trustee
$160K
TCOV
559
Trust Company of Vermont
Vermont
$160K
Point72 Asset Management
560
Point72 Asset Management
Connecticut
$153K +$144K +1,200 New
FHA
561
First Horizon Advisors
Tennessee
$139K +$76.5K +635 +137%
SFSIG
562
San Francisco Sentry Investment Group
California
$134K -$1.2K -10 -0.9%
Acadian Asset Management
563
Acadian Asset Management
Massachusetts
$132K
AssetMark Inc
564
AssetMark Inc
California
$132K +$23K +191 +23%
FGAM
565
Financial Gravity Asset Management
Texas
$129K +$74.3K +617 +158%
LC
566
Lindbrook Capital
California
$128K
MA
567
MUFG Americas
New York
$121K -$4.82K -40 -4%
S
568
SignatureFD
Georgia
$121K +$3.61K +30 +3%
CF
569
Centaurus Financial
California
$118K +$111K +921 New
CI
570
CX Institutional
Indiana
$112K -$131K -1,092 -56%
CAW
571
Cornerstone Advisors (Washington)
Washington
$111K +$2.29K +19 +2%
WB
572
Webster Bank
Connecticut
$108K
WEC
573
Winslow Evans & Crocker
Massachusetts
$104K +$80.2K +666 +512%
PCM
574
Penserra Capital Management
California
$104K +$98.7K +820 New
RCAG
575
Rehmann Capital Advisory Group
Michigan
$103K -$22.2K -184 -19%