We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
451
Account Management
Massachusetts
$1.07M -$203K -2,600 -15%
CAN
452
Cetera Advisor Networks
California
$1.06M +$452K +5,792 +64%
KCM
453
Karp Capital Management
California
$1.06M +$1.16M +14,815 New
HCA
454
Harbour Capital Advisors
Virginia
$1.05M +$344K +4,410 +43%
SW
455
SVB Wealth
Massachusetts
$1.05M -$87.8K -1,126 -7%
SLG
456
Stanley-Laman Group
Pennsylvania
$1.04M +$155K +1,992 +16%
V
457
Veritable
Delaware
$1.04M -$58.3K -748 -5%
MYAM
458
Meiji Yasuda Asset Management
Japan
$1.04M +$165K +2,120 +17%
WIC
459
Woodmont Investment Counsel
Tennessee
$1.03M +$4.67M +59,923 New
MIS
460
Morningstar Investment Services
Illinois
$997K -$86.2K -1,105 -7%
EOJOAM
461
E. Ohman J:or Asset Management
Sweden
$963K +$101K +1,300 +11%
NIMI
462
Natixis Investment Managers International
France
$959K +$362K +4,647 +53%
GLRA
463
Gerald L. Ray & Associates
Texas
$958K +$633K +8,110 +152%
LTFS
464
Ladenburg Thalmann Financial Services
Florida
$930K +$103K +1,318 +11%
B
465
Barings
North Carolina
$925K -$421K -5,400 -29%
IIM
466
Intact Investment Management
Quebec, Canada
$884K +$172K +2,200 +22%
JWS
467
Juncture Wealth Strategies
Arizona
$872K +$88.8K +1,139 +10%
EAM
468
EverPoint Asset Management
Connecticut
$856K -$9.59M -123,000 -91%
EDRAML
469
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$856K -$78K -1,000 -8%
AF
470
Ally Financial
Michigan
$856K +$936K +12,000 New
SCM
471
Shelton Capital Management
Colorado
$853K +$140K +1,800 +18%
SF
472
Synovus Financial
Georgia
$851K +$535K +6,861 +136%
TSWM
473
Triangle Securities Wealth Management
North Carolina
$843K +$922K +11,825 New
RIA
474
RPG Investment Advisory
California
$833K -$70K -897 -7%
TH
475
TCTC Holdings
Texas
$832K – – –
17 18
19
20 21