We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
Everence Capital Management
Indiana
$1.71M – – –
Blackstone Inc
502
Blackstone Inc
New York
$1.7M +$1.75M +15,914 New
WI
503
Wahed Invest
New York
$1.7M -$132K -1,197 -7%
CIA
504
Concurrent Investment Advisors
Florida
$1.69M +$388K +3,530 +29%
VIA
505
Virtus Investment Advisers
Connecticut
$1.65M +$1.7M +15,447 New
Wealthfront Advisers
506
Wealthfront Advisers
California
$1.65M -$1.4M -12,755 -45%
KWA
507
Kingswood Wealth Advisors
California
$1.62M -$236K -2,143 -12%
JC
508
JBF Capital
Colorado
$1.6M – – –
STA
509
Summit Trail Advisors
New York
$1.53M +$79.8K +725 +5%
GT
510
Greenleaf Trust
Michigan
$1.5M +$912K +8,289 +144%
FRA
511
Frank Rimerman Advisors
California
$1.5M +$11.1K +101 +0.7%
GF
512
Gabelli Funds
New York
$1.5M – – –
HI
513
Horizon Investments
North Carolina
$1.49M +$127K +1,152 +9%
CGH
514
Crossmark Global Holdings
Texas
$1.49M +$778K +7,073 +103%
TPCW
515
TD Private Client Wealth
New York
$1.47M -$27.8K -253 -2%
NERM
516
New England Research & Management
Illinois
$1.47M -$96.3K -875 -6%
DWM
517
Diversify Wealth Management
Utah
$1.46M -$106K -966 -6%
DAS
518
Diversify Advisory Services
Utah
$1.46M +$1.56M +14,170 New
VSQM
519
V-Square Quantitative Management
Illinois
$1.45M -$71.6K -651 -5%
RIA
520
Recurrent Investment Advisors
Texas
$1.45M +$456K +4,147 +44%
MYAM
521
Meiji Yasuda Asset Management
Japan
$1.44M +$1.48M +13,493 New
CFWMA
522
Center for Wealth Management Advisory
Ohio
$1.44M +$80.1K +728 +6%
GCM
523
Glaxis Capital Management
Florida
$1.43M +$1.47M +13,400 New
SIA
524
Sit Investment Associates
Minnesota
$1.43M – – –
OCAI
525
O'Connor Alternative Investments
New York
$1.42M +$1.46M +13,300 New