We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
726
Guinness Atkinson Asset Management
California
$696K – – –
SIM
727
Sentry Investment Management
Wisconsin
$692K -$80.6K -343 -11%
RWA
728
Redmont Wealth Advisors
Illinois
$687K – – –
MCWA
729
Meadow Creek Wealth Advisors
Georgia
$687K +$13.6K +58 +2%
BCWM
730
Bartlett & Co Wealth Management
Ohio
$685K – – –
BC
731
Bartlett & Co
Ohio
$685K – – –
AWM
732
Aevitas Wealth Management
Massachusetts
$684K – – –
PWA
733
Phoenix Wealth Advisors
North Carolina
$682K +$146K +623 +29%
SI
734
Saxon Interests
Texas
$679K +$3.99K +17 +0.6%
MME
735
Meag Munich Ergo
Germany
$673K +$326K +1,386 +98%
DAS
736
Dynamic Advisor Solutions
Arizona
$668K +$164K +698 +33%
CT
737
Coastline Trust
Rhode Island
$666K – – –
S
738
SignatureFD
Georgia
$663K +$98.4K +419 +18%
SFG
739
SNS Financial Group
Minnesota
$661K -$255K -1,086 -28%
NIMI
740
Natixis Investment Managers International
France
$644K +$636K +2,709 New
ECM
741
ExodusPoint Capital Management
New York
$628K +$620K +2,639 New
IF
742
Intrua Financial
Texas
$622K -$258K -1,098 -30%
DCM
743
Dupont Capital Management
Delaware
$622K +$208K +884 +51%
AF
744
Allworth Financial
California
$614K +$58.5K +249 +11%
SIA
745
SkyView Investment Advisors
New Jersey
$609K +$180K +766 +36%
GCP
746
GSA Capital Partners
United Kingdom
$604K +$335K +1,425 +128%
LB
747
Legacy Bridge
Iowa
$599K -$23.5K -100 -4%
AC
748
ASB Consultores
Florida
$592K -$49.3K -210 -8%
VAS
749
Vestmark Advisory Solutions
Massachusetts
$588K +$27.9K +119 +5%
SW
750
SlateStone Wealth
Florida
$586K +$179K +762 +45%
28 29
30
31 32