We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$825K -$312K -1,809 -27%
CW
527
CreativeOne Wealth
Kansas
$825K +$858K +4,981 New
BC
528
Burney Company
Virginia
$824K -$8.27K -48 -1%
RC
529
RegentAtlantic Capital
New Jersey
$824K +$273K +1,586 +47%
Assenagon Asset Management
530
Assenagon Asset Management
Luxembourg
$821K +$304K +1,763 +55%
IAMOG
531
Investors Asset Management of Georgia
Georgia
$817K – – –
GG
532
Gofen & Glossberg
Illinois
$813K -$45.1K -262 -5%
HSA
533
HBK Sorce Advisory
Pennsylvania
$811K +$1.72K +10 +0.2%
JCM
534
Jacobi Capital Management
Pennsylvania
$806K +$43.6K +253 +5%
IIM
535
Ironwood Investment Management
Massachusetts
$802K +$119K +692 +17%
DIA
536
Dean Investment Associates
Ohio
$801K -$42.9K -249 -5%
VWM
537
Venturi Wealth Management
Texas
$798K +$186K +1,082 +29%
IWM
538
IHT Wealth Management
Illinois
$793K -$554K -3,217 -40%
GT
539
Greenleaf Trust
Michigan
$783K -$293K -1,703 -26%
SG
540
Stonnington Group
California
$780K -$82.7K -480 -9%
HI
541
Human Investing
Oregon
$765K -$861 -5 -0.1%
AAM
542
Ascension Asset Management
New York
$765K – – –
TMAM
543
Tokio Marine Asset Management
Japan
$765K +$32.9K +191 +4%
IMPI
544
Ilmarinen Mutual Pension Insurance
Finland
$762K – – –
FT
545
Fiduciary Trust
Massachusetts
$757K -$48K -279 -6%
FWIA
546
Fort Washington Investment Advisors
Ohio
$753K – – –
AMC
547
Asset Management Corp
Illinois
$752K +$221K +1,283 +39%
LIM
548
Loudon Investment Management
New Hampshire
$752K +$348K +2,018 +80%
FLPIM
549
F.L. Putnam Investment Management
Massachusetts
$750K -$6.54K -38 -0.8%
VA
550
Valmark Advisers
Ohio
$747K – – –