We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$15M +$12.1M +82,636 +447%
SSWM
77
Smith Salley Wealth Management
North Carolina
$14.6M -$4.01M -27,403 -22%
US Bancorp
78
US Bancorp
Minnesota
$14.6M +$2.48M +16,977 +21%
RC
79
RBO & Co
California
$13.8M +$322K +2,199 +2%
EWA
80
Exencial Wealth Advisors
Oklahoma
$13.7M +$223K +1,525 +2%
MCM
81
MAI Capital Management
Ohio
$13.4M -$49K -335 -0.4%
MIM
82
Manitou Investment Management
Ontario, Canada
$13.3M -$44.2K -302 -0.3%
LCS
83
Levin Capital Strategies
New York
$13M
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$12.3M -$529K -3,613 -4%
CCA
85
Cobblestone Capital Advisors
New York
$12.2M +$408K +2,791 +4%
BCI
86
Brinker Capital Investments
Pennsylvania
$11.8M +$362K +2,476 +3%
OPS
87
Orion Portfolio Solutions
Nebraska
$11.8M +$362K +2,476 +3%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$11.6M -$144K -984 -1%
RWP
89
RWA Wealth Partners
Massachusetts
$11.6M -$242K -1,651 -2%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$11.4M +$1.14M +7,775 +11%
American Century Companies
91
American Century Companies
Missouri
$11.4M +$788K +5,385 +8%
CRC
92
Curi RMB Capital
Illinois
$11.4M +$356K +2,433 +3%
FBB
93
Fulton Breakefield Broenniman
Maryland
$11M -$130K -891 -1%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$11M +$213K +1,454 +2%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$10.5M -$14.8M -101,010 -59%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$10.5M +$8.5M +58,048 +461%
DC
97
Davenport & Co
Virginia
$10.2M -$70M -478,368 -87%
JA
98
JLB & Associates
Michigan
$10.1M +$347K +2,374 +4%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$9.88M +$1.01M +6,927 +12%
GAM
100
Groupama Asset Management
France
$9.53M +$37.7M +257,905 New