We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
601
Delta Financial Advisors
Louisiana
$938K
BWAM
602
Boyd Watterson Asset Management
Ohio
$927K
MIP
603
Marietta Investment Partners
Wisconsin
$920K
AIM
604
ARGA Investment Management
Connecticut
$919K -$207K -1,056 -19%
GAG
605
GM Advisory Group
New York
$913K -$1.42M -7,218 -62%
SWA
606
SFMG Wealth Advisors
Texas
$909K +$39.2K +200 +5%
FMT
607
First Mercantile Trust
Tennessee
$902K +$7.84K +40 +0.9%
JIC
608
Johnson Investment Counsel
Ohio
$901K -$79.6K -406 -9%
ECM
609
ExodusPoint Capital Management
New York
$886K -$1.04M -5,317 -56%
SWP
610
Stratos Wealth Partners
Ohio
$877K -$54.3K -277 -6%
IFWM
611
Institute for Wealth Management
Colorado
$862K
FB
612
Fulton Bank
Pennsylvania
$855K -$14.7K -75 -2%
BFG
613
Beacon Financial Group
Texas
$855K +$19.4K +99 +3%
BAMCO Inc
614
BAMCO Inc
New York
$854K +$804K +4,100 New
CCP
615
Corient Capital Partners
California
$844K +$77.7K +396 +11%
EP
616
Edgestream Partners
New Jersey
$842K -$371K -1,890 -32%
MYAM
617
Meiji Yasuda Asset Management
Japan
$840K -$98.1K -500 -11%
OAM
618
Optimal Asset Management
California
$838K -$196 -1 -0%
CPO
619
Cerity Partners OCIO
New York
$835K +$4.51K +23 +0.6%
KWM
620
Kingsview Wealth Management
Oregon
$830K +$132K +674 +20%
AWM
621
Aberdeen Wealth Management
Illinois
$826K +$17.8K +91 +2%
LSA
622
Leonteq Securities AG
Switzerland
$820K +$772K +3,937 New
RWB
623
RMR Wealth Builders
New Jersey
$818K -$43.5K -222 -5%
SDIC
624
South Dakota Investment Council
South Dakota
$818K
HI
625
Horizon Investments
North Carolina
$812K +$119K +606 +18%