We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
551
Annex Advisory Services
Wisconsin
$7.1M +$1.52M +8,605 +25%
CI
552
Carroll Investors
South Carolina
$7.1M +$460K +2,601 +6%
AWM
553
AE Wealth Management
Kansas
$7.09M +$373K +2,112 +5%
EI
554
Ethic Inc
New York
$7.06M +$948K +5,365 +14%
KA
555
Kintegral Advisory
New York
$7.05M +$160K +905 +2%
AIM
556
Allen Investment Management
New York
$6.98M +$3.89K +22 +0.1%
KeyBank National Association
557
KeyBank National Association
Ohio
$6.98M -$301K -1,706 -4%
HCM
558
Hillman Capital Management
Maryland
$6.97M +$1.49M +8,427 +25%
SHGA
559
Sand Hill Global Advisors
California
$6.93M +$318K +1,799 +4%
BTWM
560
Baker Tilly Wealth Management
Wisconsin
$6.93M +$547K +3,098 +8%
WIM
561
Waverton Investment Management
United Kingdom
$6.82M -$6.89M -39,006 -49%
Cetera Investment Advisers
562
Cetera Investment Advisers
Illinois
$6.81M +$326K +1,846 +5%
RC
563
RegentAtlantic Capital
New Jersey
$6.81M +$1.8M +10,163 +33%
WSFS
564
Wilmington Savings Fund Society
Delaware
$6.75M +$3.56M +20,156 +97%
IIM
565
INTECH Investment Management
Florida
$6.7M +$7.17M +40,599 New
PFS
566
Prospera Financial Services
Texas
$6.69M +$1.03M +5,829 +17%
CTC
567
Central Trust Company
Missouri
$6.68M -$88K -498 -1%
M
568
MOTCO
Texas
$6.68M +$390K +2,205 +6%
GIM
569
Grassi Investment Management
California
$6.62M +$292K +1,650 +4%
SHCM
570
Sachem Head Capital Management
New York
$6.6M -$37.7M -213,100 -84%
OCAM
571
Onex Canada Asset Management
Ontario, Canada
$6.56M -$75.6K -428 -1%
CAM
572
Congress Asset Management
Massachusetts
$6.55M -$1.73M -9,793 -20%
BHB
573
Bank Hapoalim BM
Israel
$6.54M +$78.8K +446 +1%
VAS
574
Vestmark Advisory Solutions
Massachusetts
$6.53M +$1.5M +8,477 +27%
EWM
575
Evercore Wealth Management
New York
$6.51M +$14.1K +80 +0.2%