We are live on ! Find out more
EFX icon

Equifax

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$288K +$26.5K +102 +10%
SIM
502
Sentry Investment Management
Wisconsin
$286K -$42.9K -165 -13%
ST
503
Sabal Trust
Florida
$282K – – –
Federated Hermes
504
Federated Hermes
Pennsylvania
$281K +$56.7K +218 +24%
MSFS
505
Main Street Financial Solutions
Pennsylvania
$280K – – –
P
506
&Partners
Tennessee
$279K – – –
GAM
507
Gotham Asset Management
New York
$276K +$283K +1,089 New
BCA
508
Berman Capital Advisors
Georgia
$273K +$41.8K +161 +18%
SBH
509
Segall Bryant & Hamill
Illinois
$273K +$279K +1,075 New
APW
510
Austin Private Wealth
Texas
$271K – – –
GWM
511
GSB Wealth Management
Connecticut
$271K – – –
BB
512
Busey Bank
Illinois
$268K +$275K +1,058 New
PCM
513
Prelude Capital Management
New York
$267K -$757K -2,911 -73%
CCA
514
Checchi Capital Advisers
California
$264K -$123K -472 -31%
BWA
515
Burt Wealth Advisors
Maryland
$264K – – –
EWM
516
Endurance Wealth Management
Rhode Island
$264K – – –
DILIC
517
Dai-ichi Life Insurance Company
Japan
$263K -$107K -412 -28%
SBL
518
Sargent Bickham Lagudis
Colorado
$263K – – –
BNP Paribas Asset Management
519
BNP Paribas Asset Management
France
$260K -$36.4K -140 -12%
BF
520
BOK Financial
Oklahoma
$260K +$267K +1,026 New
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$255K +$12.5K +48 +5%
CG
522
Clarus Group
Texas
$253K – – –
FWCM
523
Ferguson Wellman Capital Management
Oregon
$253K – – –
GT
524
Glenview Trust
Kentucky
$253K – – –
HCM
525
Howland Capital Management
Massachusetts
$253K – – –