BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EP
601
Eudaimonia Partners
Tennessee
$124K +$123K +1,006 New
TI
602
tru Independence
Oregon
$123K +$159K +1,300 New
MIFH
603
Migdal Insurance & Financial Holdings
Israel
$122K +$121K +988 New
FC
604
FORA Capital
Florida
$120K +$119K +972 New
VIM
605
Veritas Investment Management
United Kingdom
$113K – – –
PVH
606
Psagot Value Holdings
Israel
$111K – – –
KPW
607
Kore Private Wealth
New York
$111K +$110K +901 New
LC
608
Lindbrook Capital
California
$110K -$16.1K -132 -13%
CI
609
CX Institutional
Indiana
$109K -$8.44K -69 -7%
CF
610
Centaurus Financial
California
$108K +$107K +875 New
MA
611
MUFG Americas
New York
$106K – – –
WB
612
Webster Bank
Connecticut
$104K – – –
SIC
613
Samalin Investment Counsel
New York
$101K +$101K +822 New
WOC
614
West Oak Capital
California
$99K – – –
WEC
615
Winslow Evans & Crocker
Massachusetts
$98K +$4.16K +34 +5%
CFGS
616
Concourse Financial Group Securities
Alabama
$96K +$30.7K +251 +48%
TFA
617
Toth Financial Advisory
Virginia
$95K – – –
HPC
618
HM Payson & Co
Maine
$88K – – –
HDIM
619
Hanson & Doremus Investment Management
Vermont
$86K – – –
Rockefeller Capital Management
620
Rockefeller Capital Management
New York
$86K +$5.38K +44 +7%
SAM
621
S.A. Mason
Michigan
$83K +$82.5K +675 New
AIM
622
AIA Investment Management
Singapore
$75K +$44.5K +364 +151%
GDP
623
Great Diamond Partners
Maine
$74K +$73.4K +600 New
IUHSA
624
Itau Unibanco Holding S.A.
Brazil
$72K +$71.3K +583 New
PCG
625
Private Capital Group
Connecticut
$69K -$2.32K -19 -3%