We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
501
GC Wealth Management RIA
Massachusetts
$507K +$496K +1,975 New
HAG
502
HighPoint Advisor Group
Illinois
$506K +$13.3K +53 +3%
DC
503
Davenport & Co
Virginia
$503K +$26.1K +104 +6%
NONA
504
Ninety One North America
New York
$502K -$164K -652 -25%
RC
505
Roundview Capital
New Jersey
$501K -$10.1K -40 -2%
MCM
506
Manchester Capital Management
Vermont
$496K +$2.51K +10 +0.5%
First Manhattan
507
First Manhattan
New York
$494K
GT
508
Greenleaf Trust
Michigan
$493K +$46.7K +186 +11%
HI
509
Horizon Investments
North Carolina
$492K -$5.03K -20 -1%
ECM
510
Everence Capital Management
Indiana
$489K +$163K +648 +51%
TTWM
511
TCV Trust & Wealth Management
Virginia
$487K
RA
512
RFG Advisory
Alabama
$487K +$477K +1,897 New
TE
513
Tema ETFs
New York
$482K +$472K +1,879 New
WTA
514
Washington Trust Advisors
Massachusetts
$482K
CPCPP
515
Canada Post Corporation Pension Plan
Canada
$472K
VCM
516
Voleon Capital Management
California
$470K +$219K +872 +91%
SIA
517
Sit Investment Associates
Minnesota
$469K
IAA
518
Independent Advisor Alliance
North Carolina
$469K -$30.7K -122 -6%
BPC
519
Bearing Point Capital
Minnesota
$462K +$13.8K +55 +3%
SPIA
520
Steward Partners Investment Advisory
New York
$452K +$96K +382 +28%
GC
521
Guggenheim Capital
Illinois
$450K +$47K +187 +12%
CCWM
522
Correct Capital Wealth Management
Missouri
$449K
CI Investments Inc
523
CI Investments Inc
Ontario, Canada
$448K -$14.1K -56 -3%
MFG
524
Merit Financial Group
Georgia
$446K +$80.2K +319 +22%
SFI
525
Siemens Fonds Invest
Germany
$445K -$11.1K -44 -2%