We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
– -$373K -4,834 Closed
RWB
502
RMR Wealth Builders
New Jersey
– -$371K -4,803 Closed
PFO
503
Pathstone Family Office
New Jersey
– -$609K -4,610 Closed
CA
504
Cullinan Associates
Kentucky
– -$339K -4,400 Closed
BCM
505
Bayesian Capital Management
New York
– -$338K -4,383 Closed
RIM
506
Redpoint Investment Management
Australia
– -$337K -4,367 Closed
PAG
507
Private Advisor Group
New Jersey
– -$335K -4,333 Closed
WH
508
Willner & Heller
California
– -$324K -4,163 Closed
DC
509
Davenport & Co
Virginia
– -$318K -4,124 Closed
BPC
510
Banque Pictet & Cie
Switzerland
– -$309K -4,002 Closed
OSAM
511
O'Shaughnessy Asset Management
Connecticut
– -$309K -4,001 Closed
IFWM
512
Institute for Wealth Management
Colorado
– -$309K -4,000 Closed
LBC
513
Lowe Brockenbrough & Co
Virginia
– -$309K -4,000 Closed
NGA
514
Naples Global Advisors
Florida
– -$309K -4,000 Closed
UC
515
Unio Capital
New Jersey
– -$300K -3,887 Closed
SIA
516
Schechter Investment Advisors
Michigan
– -$297K -3,853 Closed
PA
517
Probity Advisors
Texas
– -$295K -3,819 Closed
Bank of Nova Scotia
518
Bank of Nova Scotia
Ontario, Canada
– -$293K -3,804 Closed
PP
519
Prudential plc
United Kingdom
– -$290K -3,753 Closed
GLA
520
Great Lakes Advisors
Illinois
– -$289K -3,740 Closed
OQS
521
Occudo Quantitative Strategies
Florida
– -$287K -3,723 Closed
KAS
522
Kestra Advisory Services
Texas
– -$283K -3,673 Closed
LAI
523
Legal Advantage Investments
California
– -$270K -3,500 Closed
LWAC
524
Laurel Wealth Advisors (California)
California
– -$263K -3,414 Closed
FHA
525
Flagship Harbor Advisors
Massachusetts
– -$254K -3,295 Closed