We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
576
Freedom Investment Management
Connecticut
$322K -$100K -565 -24%
EWM
577
Empirical Wealth Management
Washington
$320K -$28K -158 -8%
BFM
578
Boothbay Fund Management
New York
$320K +$316K +1,786 New
AA
579
ALPS Advisors
Colorado
$320K -$94.8K -535 -23%
GRP
580
Global Retirement Partners
California
$317K -$33.3K -188 -10%
AWP
581
Ascent Wealth Partners
New York
$314K +$40K +226 +15%
CAM
582
Campion Asset Management
Virginia
$311K – – –
TA
583
Tectonic Advisors
Texas
$310K +$307K +1,734 New
BJL
584
Brighton Jones LLC
Washington
$310K +$177 +1 +0.1%
AP
585
Adero Partners
California
$310K +$354 +2 +0.1%
HWM
586
HB Wealth Management
Georgia
$307K +$60.6K +342 +25%
SAM
587
Strategy Asset Managers
California
$307K -$29.9K -169 -9%
SCA
588
Snowden Capital Advisors
New York
$305K -$2.37M -13,398 -89%
SIA
589
Schear Investment Advisers
Ohio
$305K -$77.6K -438 -20%
MOS
590
MGO One Seven
Ohio
$304K -$43.4K -245 -13%
FMAEN1
591
Fund Management at Engine No 1
California
$303K +$27.8K +157 +10%
BAAM
592
Baker Avenue Asset Management
California
$303K +$5.14K +29 +2%
LGF
593
LGT Group Foundation
Liechtenstein
$301K +$301K +1,702 New
KFSC
594
Keystone Financial Services (Colorado)
Colorado
$301K -$4.25K -24 -1%
VCM
595
Vivaldi Capital Management
Illinois
$300K +$2.66K +15 +0.9%
MSFS
596
Main Street Financial Solutions
Pennsylvania
$299K -$12.8K -72 -4%
APWM
597
Argonautica Private Wealth Management
Massachusetts
$297K +$5.84K +33 +2%
AIM
598
Anchor Investment Management
South Carolina
$295K – – –
PWMG
599
Prestige Wealth Management Group
New Jersey
$292K -$22.8K -129 -7%
PTC
600
Private Trust Company
Ohio
$292K -$59.3K -335 -17%
22 23
24
25 26