We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1001
Arlington Trust
Alabama
$933 – – –
AIM
1002
Anchor Investment Management
South Carolina
$898 – – –
TFM
1003
TFC Financial Management
Massachusetts
$833 -$1.93K -50 -68%
FSWA
1004
Financial Synergies Wealth Advisors
Texas
$779 – – –
AWM
1005
Avior Wealth Management
Nebraska
$718 – – –
TCA
1006
Trifecta Capital Advisors
Illinois
$647 – – –
CPG
1007
Cornerstone Planning Group
New Jersey
$574 – – –
DWA
1008
Delos Wealth Advisors
Texas
$539 – – –
WA
1009
WestEnd Advisors
North Carolina
$503 -$462 -12 -46%
CAM
1010
ClariVest Asset Management
California
$466 -$5.12K -133 -91%
CJ
1011
Caitlin John
Michigan
$398 +$424 +11 New
Kayne Anderson Rudnick Investment Management
1012
Kayne Anderson Rudnick Investment Management
California
$395 -$77 -2 -15%
TWD
1013
True Wealth Design
Ohio
$395 – – –
EWM
1014
Evermay Wealth Management
Virginia
$359 +$385 +10 New
SPWM
1015
Spartan Planning & Wealth Management
North Carolina
$323 – – –
TWP
1016
TFO Wealth Partners
Ohio
$215 – – –
DFA
1017
DHJJ Financial Advisors
Illinois
$144 – – –
LFA
1018
Level Financial Advisors
New York
$16 – – –
DWM
1019
Dogwood Wealth Management
Kansas
$7 – – –
BC
1020
Brookfield Corp
Ontario, Canada
– -$156M -4,130,813 Closed
CVA
1021
Ceredex Value Advisors
Florida
– -$50.9M -1,346,100 Closed
BGIM
1022
Brandywine Global Investment Management
Pennsylvania
– -$46.4M -1,227,198 Closed
Point72 Asset Management
1023
Point72 Asset Management
Connecticut
– -$41.3M -1,092,859 Closed
DPIM
1024
Duff & Phelps Investment Management
Illinois
– -$28.4M -751,271 Closed
GQG Partners
1025
GQG Partners
Florida
– -$17.7M -468,160 Closed