We are live on ! Find out more
CBOE icon

Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
501
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$588K +$539K +2,600 New
AF
502
Aviso Financial
Ontario, Canada
$587K +$62.2K +300 +13%
PSP
503
Principal Street Partners
Tennessee
$575K +$1.66K +8 +0.3%
EWA
504
EP Wealth Advisors
California
$573K +$51.4K +248 +11%
STA
505
Summit Trail Advisors
New York
$570K +$131K +632 +33%
MFAM
506
Motley Fool Asset Management
Virginia
$569K +$66K +318 +14%
RFO
507
RiverGlades Family Offices
Florida
$566K
ATPW
508
Ashton Thomas Private Wealth
Arizona
$553K +$507K +2,445 New
IPW
509
Impact Partnership Wealth
Georgia
$551K +$41.7K +201 +9%
FTC
510
Farmers Trust Company
Ohio
$542K -$5.74M -27,689 -92%
TE
511
Tema ETFs
New York
$537K +$493K +2,375 New
SFA
512
Sequoia Financial Advisors
Ohio
$536K -$5.39K -26 -1%
PTC
513
Private Trust Company
Ohio
$534K +$622 +3 +0.1%
HCA
514
Harbor Capital Advisors
Illinois
$533K -$161K -777 -25%
TPCW
515
TD Private Client Wealth
New York
$530K +$1.66K +8 +0.3%
WFI
516
West Family Investments
California
$527K -$150K -721 -24%
ACA
517
Aptus Capital Advisors
Alabama
$525K +$482K +2,322 New
ACM
518
Andina Capital Management
Utah
$524K +$480K +2,315 New
SCM
519
SKBA Capital Management
California
$520K +$476K +2,297 New
VAS
520
Vestmark Advisory Solutions
Massachusetts
$518K +$231K +1,113 +95%
PDL
521
Portfolio Design Labs
California
$510K -$374K -1,802 -44%
USAA
522
United Services Automobile Association
Texas
$506K +$471K +2,272 New
PS
523
Principal Securities
Iowa
$504K
AO
524
Advisor OS
Illinois
$503K +$82.1K +396 +22%
QCG
525
Quadrant Capital Group
Ohio
$500K +$351K +1,691 +325%