We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
701
North Star Asset Management
Wisconsin
$1.35M – – –
TCA
702
Trifecta Capital Advisors
Illinois
$1.33M +$33.4K +159 +3%
DEA
703
DoubleLine ETF Adviser
Florida
$1.33M +$28.6K +136 +2%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$1.33M -$54.6K -260 -4%
CC
705
Centiva Capital
New York
$1.32M +$1.29M +6,154 New
TYCC
706
Texas Yale Capital Corp
Florida
$1.32M – – –
ESBC
707
E.S. Barr & Co
Kentucky
$1.31M +$21K +100 +2%
AIM
708
Aquila Investment Management
New York
$1.29M – – –
SW
709
SlateStone Wealth
Florida
$1.29M +$41.2K +196 +3%
RCWM
710
Royal Capital Wealth Management
Indiana
$1.28M +$36.6K +174 +3%
HH
711
Hilltop Holdings
Texas
$1.27M -$1.51M -7,176 -55%
AIA
712
Alera Investment Advisors
Illinois
$1.26M -$29.2K -139 -2%
GI
713
GLOBALT Investments
Georgia
$1.26M +$8.4K +40 +0.7%
CHC
714
City Holding Co
West Virginia
$1.26M -$106K -504 -8%
IMCOOI
715
Investment Management Corp of Ontario (IMCO)
Canada
$1.25M -$546K -2,600 -31%
IWM
716
IHT Wealth Management
Illinois
$1.24M -$78.4K -373 -6%
BIM
717
Baldwin Investment Management
Pennsylvania
$1.23M +$252K +1,202 +27%
WJWM
718
Williams Jones Wealth Management
New York
$1.22M – – –
EWM
719
Empirical Wealth Management
Washington
$1.21M +$1.18M +5,623 New
SSA
720
Sierra Summit Advisors
Nevada
$1.21M – – –
PA
721
Pinnacle Associates
New York
$1.21M -$271K -1,288 -19%
AI
722
AXS Investments
New York
$1.21M -$25K -119 -2%
EF
723
Empowered Funds
Pennsylvania
$1.2M +$231K +1,101 +24%
IAA
724
Independent Advisor Alliance
North Carolina
$1.2M +$463K +2,203 +65%
FTIS
725
First Trust Investment Solutions
Florida
$1.2M +$42.2K +201 +4%
27 28
29
30 31