We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QT
601
Quantamental Technologies
New York
$373K +$387K +8,238 New
CK
602
Cohen Klingenstein
New York
$372K
SW
603
SVB Wealth
Massachusetts
$372K +$23.1K +491 +6%
VWA
604
V Wealth Advisors
Kansas
$370K +$61.9K +1,316 +19%
BAM
605
Blueshift Asset Management
New Jersey
$370K +$384K +8,162 New
PTC
606
Private Trust Company
Ohio
$369K -$32.6K -694 -8%
EFS
607
Essex Financial Services
Connecticut
$367K +$1.41K +30 +0.4%
OPS
608
Orion Portfolio Solutions
Nebraska
$367K +$80.3K +1,707 +27%
MA
609
Mutual Advisors
Nebraska
$366K -$3.2K -68 -0.8%
CFS
610
CRA Financial Services
New Jersey
$363K +$4.7K +100 +1%
CI
611
Conning Inc
Connecticut
$362K -$1.98K -42 -0.5%
B
612
Bailard
California
$359K +$4.94K +105 +1%
CT
613
Chicago Trust
Illinois
$356K +$21.7K +462 +6%
DA
614
DCM Advisors
New York
$355K +$367K +7,803 New
IA
615
Insight Advisors
Pennsylvania
$353K
FBA
616
Front Barnett Associates
Illinois
$350K
SYBT
617
Stock Yards Bank & Trust
Kentucky
$350K +$364K +7,739 New
FMLI
618
Fukoku Mutual Life Insurance
Japan
$348K +$51.2K +1,090 +17%
IWC
619
Integrated Wealth Concepts
Massachusetts
$347K +$81.2K +1,728 +29%
HCM
620
Huber Capital Management
California
$346K -$705K -15,000 -66%
CC
621
Centiva Capital
New York
$346K +$359K +7,633 New
SHFA
622
SC&H Financial Advisors
Maryland
$345K -$4.28K -91 -1%
WS
623
Wedbush Securities
California
$342K +$25.6K +545 +8%
TIA
624
Tiemann Investment Advisors
California
$341K
BCI
625
Brinker Capital Investments
Pennsylvania
$340K -$12.8K -273 -4%