We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TA
551
Tiedemann Advisors
New York
$871K +$907K +7,513 New
MHS
552
M Holdings Securities
Oregon
$866K -$2.9K -24 -0.3%
FSA
553
Franklin Street Advisors
North Carolina
$861K -$122K -1,010 -13%
VWM
554
Venturi Wealth Management
Texas
$852K
CAN
555
Cetera Advisor Networks
California
$843K -$35.7K -296 -4%
Federated Hermes
556
Federated Hermes
Pennsylvania
$837K -$210K -1,740 -20%
ADMI
557
Albert D. Mason Inc
Massachusetts
$835K +$412K +3,415 +99%
MSV
558
MN Services Vermogensbeheer
Netherlands
$825K +$6.4K +53 +0.8%
AF
559
Alerus Financial
North Dakota
$803K
PAIM
560
Punch & Associates Investment Management
Minnesota
$791K
CI
561
Conning Inc
Connecticut
$787K -$6.04K -50 -0.8%
NAM
562
North American Management
Massachusetts
$782K
CC
563
ClearArc Capital
Ohio
$781K -$2.05K -17 -0.3%
Creative Planning
564
Creative Planning
Kansas
$780K +$432K +3,581 +127%
TBA
565
Tower Bridge Advisors
Pennsylvania
$779K
Daiwa Securities Group
566
Daiwa Securities Group
Japan
$779K
GWI
567
Grace & White Inc
New York
$779K
AC
568
Addenda Capital
Quebec, Canada
$763K
DAS
569
Dynamic Advisor Solutions
Arizona
$761K +$9.66K +80 +1%
Jacobs Levy Equity Management
570
Jacobs Levy Equity Management
New Jersey
$757K
CA
571
Cetera Advisors
Colorado
$751K -$845 -7 -0.1%
LS
572
Livforsakringsbolaget Skandia
Sweden
$750K -$204K -1,691 -7%
IPC
573
Independent Portfolio Consultants
Florida
$750K +$1.81K +15 +0.2%
Ninety One (UK)
574
Ninety One (UK)
United Kingdom
$737K
PIA
575
Peachtree Investment Advisors
Georgia
$730K