We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
451
Corient Capital Partners
California
$224K
RCM
452
Raleigh Capital Management
North Carolina
$224K +$24.7K +225 +10%
WSTAM
453
Wilbanks Smith & Thomas Asset Management
Virginia
$223K
SP
454
Symmetry Partners
Connecticut
$221K -$104K -949 -28%
CCA
455
Checchi Capital Advisers
California
$219K +$5.27K +48 +2%
SGI
456
Summit Global Investments
Utah
$217K -$2.52M -22,934 -91%
MHIC
457
Marble Harbor Investment Counsel
Massachusetts
$212K
MWM
458
Modera Wealth Management
New Jersey
$212K
CAM
459
Cozad Asset Management
Illinois
$210K -$2.09M -19,052 -89%
FI
460
Fractal Investments
Connecticut
$209K +$254K +2,310 New
OWA
461
One Wealth Advisors
California
$208K +$4.61K +42 +2%
BCV
462
Banque Cantonale Vaudoise
Switzerland
$206K
FNBOO
463
First National Bank of Omaha
Nebraska
$206K +$250K +2,279 New
IC
464
IEQ Capital
California
$204K -$25.3K -230 -9%
S
465
Seeyond
France
$202K -$13.4K -122 -5%
OAM
466
Occidental Asset Management
California
$202K -$9.67K -88 -4%
GHA
467
GW Henssler & Associates
Georgia
$201K +$40K +364 +20%
WDC
468
Woodward Diversified Capital
California
$200K +$2.86K +26 +1%
QCG
469
Quadrant Capital Group
Ohio
$191K -$879 -8 -0.4%
Bessemer Group
470
Bessemer Group
New Jersey
$190K +$58.9K +536 +34%
TFA
471
Transamerica Financial Advisors
Florida
$188K +$1.21K +11 +0.5%
S
472
SignatureFD
Georgia
$186K -$27.9K -254 -11%
FDCDDQ
473
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K +$67.8K +617 +46%
IA
474
IFP Advisors
Florida
$170K +$60.6K +552 +68%
DFCM
475
Dark Forest Capital Management
Puerto Rico
$169K +$206K +1,874 New