We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$736K -3,544 -37%
AW
402
ACG Wealth
Georgia
$1.28M +$734K +3,535 +148%
DADC
403
D.A. Davidson & Co
Montana
$1.27M +$133K +639 +12%
LCM
404
Landscape Capital Management
New Jersey
$1.25M +$350K +1,688 +41%
IRF
405
IBM Retirement Fund
New York
$1.25M +$345K +1,664 +40%
KAM
406
Karani Asset Management
New York
$1.24M -$186K -895 -13%
RIA
407
Realta Investment Advisors
Delaware
$1.23M +$1.19M +5,715 New
IP
408
Interval Partners
New York
$1.23M +$1.19M +5,712 New
PA
409
PSI Advisors
Florida
$1.23M -$229K -1,102 -16%
IWM
410
IHT Wealth Management
Illinois
$1.22M +$45.2K +218 +4%
CIC
411
Carnegie Investment Counsel
Ohio
$1.22M +$1.17M +5,645 New
FNBT
412
FineMark National Bank & Trust
Florida
$1.21M -$158K -760 -12%
LP
413
LMR Partners
United Kingdom
$1.21M +$41.5K +200 +4%
AHC
414
Adell Harriman & Carpenter
Texas
$1.2M +$1.16M +5,580 New
IAIM
415
International Assets Investment Management
Florida
$1.19M -$964K -4,643 -46%
PL
416
Polianta Ltd
Jersey
$1.18M +$1.14M +5,500 New
EWA
417
EP Wealth Advisors
California
$1.16M -$146K -704 -12%
CTC
418
Central Trust Company
Missouri
$1.15M +$568K +2,738 +104%
CC
419
Cipher Capital
New York
$1.14M -$2.03M -9,773 -65%
PG
420
Pendal Group
Australia
$1.14M +$96.5K +465 +10%
BM
421
Brandywine Managers
Delaware
$1.14M
UCFA
422
United Capital Financial Advisors
Texas
$1.13M +$228K +1,099 +27%
KeyBank National Association
423
KeyBank National Association
Ohio
$1.12M -$268K -1,292 -20%
LCH
424
Lee Capital Holdings
New York
$1.12M +$1.08M +5,185 New
DBT
425
Dubuque Bank & Trust
Iowa
$1.11M +$20.8K +100 +2%