We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$858K -$7K -55 -0.9%
CWM
402
Chesapeake Wealth Management
Virginia
$845K -$713K -5,600 -48%
X
403
Xponance
Pennsylvania
$844K -$12K -94 -2%
DCM
404
Dupont Capital Management
Delaware
$839K -$186K -1,457 -19%
Man Group
405
Man Group
United Kingdom
$837K -$427K -3,357 -35%
MIM
406
Marco Investment Management
Georgia
$831K – – –
GTCM
407
Gyon Technologies Capital Management
New Jersey
$829K -$317K -2,492 -29%
FCCM
408
First City Capital Management
Georgia
$828K -$1.27K -10 -0.2%
FLPIM
409
F.L. Putnam Investment Management
Massachusetts
$820K -$29K -228 -4%
AP
410
Advisor Partners
California
$808K -$65.7K -516 -8%
DI
411
Diligent Investors
California
$803K – – –
CPA
412
Capital Planning Advisors
California
$802K -$592K -4,649 -44%
PFC
413
Phocas Financial Corp
California
$792K – – –
GT
414
Glenview Trust
Kentucky
$791K – – –
Mackenzie Financial
415
Mackenzie Financial
Ontario, Canada
$779K +$290K +2,276 +67%
ERIM
416
Eagle Ridge Investment Management
Connecticut
$775K – – –
RWA
417
Ropes Wealth Advisors
Massachusetts
$771K +$18.3K +144 +3%
OWP
418
Obermeyer Wealth Partners
Colorado
$768K – – –
PGFC
419
Peapack-Gladstone Financial Corp
New Jersey
$757K – – –
PAG
420
Private Advisor Group
New Jersey
$754K -$2.93K -23 -0.4%
JCIA
421
Jackson Creek Investment Advisors
Colorado
$754K +$20.1K +158 +3%
ONB
422
Old National Bancorp
Indiana
$752K -$63.5K -499 -8%
EWM
423
Endurance Wealth Management
Rhode Island
$752K – – –
Mirae Asset Global Investments
424
Mirae Asset Global Investments
South Korea
$752K +$6.75K +53 +1%
TCOV
425
Trust Company of Vermont
Vermont
$744K -$46.7K -367 -6%