We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
551
Boston Trust Walden
Massachusetts
$207K +$212K +816 New
JIC
552
Johnson Investment Counsel
Ohio
$207K +$212K +817 New
BWP
553
BSW Wealth Partners
Colorado
$206K +$211K +812 New
IIM
554
Ipswich Investment Management
Massachusetts
$204K +$209K +804 New
CFG
555
Citizens Financial Group
Rhode Island
$203K +$208K +800 New
SCM
556
Shelton Capital Management
Colorado
$201K +$206K +794 New
IFWM
557
Institute for Wealth Management
Colorado
$201K +$207K +795 New
KFA
558
Kelleher Financial Advisors
New York
$200K +$205K +790 New
EI
559
Ellevest Inc
New York
$196K +$30.4K +117 +18%
BU
560
BBVA USA
Alabama
$176K -$14.6K -56 -7%
First Manhattan
561
First Manhattan
New York
$175K – – –
NICM
562
Neo Ivy Capital Management
New York
$167K +$253K +973 New
CT
563
Caldwell Trust
Florida
$154K – – –
PA
564
Parallel Advisors
California
$130K +$43.4K +167 +48%
PK
565
Pflug Koory
Nebraska
$123K – – –
GLLW
566
Graves Light Lenhart Wealth
Virginia
$120K – – –
NL
567
NVWM LLC
Pennsylvania
$114K – – –
CA
568
Clearstead Advisors
Ohio
$112K +$94.1K +362 +464%
PCM
569
Penserra Capital Management
California
$111K +$10.4K +40 +10%
LAS
570
Lloyd Advisory Services
Georgia
$108K – – –
T
571
TOBAM
France
$105K – – –
APP
572
Alpha Paradigm Partners
Illinois
$101K +$103K +398 New
PSB
573
Piscataqua Savings Bank
New Hampshire
$85K – – –
CLOS
574
Compagnie Lombard Odier SCmA
Switzerland
$84K – – –
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$81.9K +$84K +323 New