We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$231K +$146K +2,482 +153%
FMAEN1
502
Fund Management at Engine No 1
California
$231K +$242K +4,110 New
MAM
503
Mystic Asset Management
Rhode Island
$228K
IAA
504
Independent Advisor Alliance
North Carolina
$228K +$470 +8 +0.2%
FFN
505
Focus Financial Network
Minnesota
$227K
William Blair Investment Management
506
William Blair Investment Management
Illinois
$225K -$470 -8 -0.2%
FWM
507
Forefront Wealth Management
Pennsylvania
$225K
TYCC
508
Texas Yale Capital Corp
Florida
$224K +$234K +3,980 New
ERIC
509
Eagle Rock Investment Company
Georgia
$222K
JF
510
Jump Financial
Illinois
$221K -$1.44M -24,462 -86%
MSA
511
Marino Stram & Associates
Massachusetts
$221K
SF
512
Synovus Financial
Georgia
$221K +$232K +3,948 New
TIA
513
Tandem Investment Advisors
South Carolina
$220K +$229K +3,898 New
PTC
514
Philadelphia Trust Company
Pennsylvania
$219K
SSW
515
Smith Shellnut Wilson
Mississippi
$219K
DWP
516
Destiny Wealth Partners
Florida
$219K +$127K +2,156 +124%
CI
517
Conning Inc
Connecticut
$218K -$823 -14 -0.4%
APA
518
American Portfolios Advisors
New York
$216K -$5.06K -86 -2%
FMWA
519
Forvis Mazars Wealth Advisors
Missouri
$215K -$470 -8 -0.2%
ESCM
520
Echo Street Capital Management
New York
$215K +$225K +3,822 New
IC
521
IEQ Capital
California
$210K +$7.41K +126 +4%
YIA
522
YHB Investment Advisors
Connecticut
$206K
PA
523
Pinnacle Associates
New York
$204K +$213K +3,618 New
SW
524
SVB Wealth
Massachusetts
$204K +$213K +3,622 New
MIC
525
Meridian Investment Counsel
California
$203K