We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
401
Campbell & Co Investment Adviser
Maryland
$642K +$624K +1,478 New
HIM
402
Hillsdale Investment Management
Ontario, Canada
$634K – – –
DBRC
403
D.B. Root & Company
Pennsylvania
$632K +$10.5K +25 +2%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$631K -$211K -500 -26%
MWM
405
Mattern Wealth Management
Kansas
$616K -$14.3K -34 -2%
GFS
406
GYL Financial Synergies
Connecticut
$613K -$21.1K -50 -3%
STC
407
Sarah T. Connolly
$612K – – –
SDIC
408
South Dakota Investment Council
South Dakota
$608K -$1.02M -2,420 -63%
HPC
409
HM Payson & Co
Maine
$607K +$64.1K +152 +12%
VI
410
Versor Investments
New York
$597K +$323K +765 +125%
WB
411
WesBanco Bank
West Virginia
$594K -$54.4K -129 -9%
AWM
412
Avior Wealth Management
Nebraska
$587K -$135K -320 -19%
PSUF
413
People's United Financial
Connecticut
$581K +$565K +1,338 New
Cetera Investment Advisers
414
Cetera Investment Advisers
Illinois
$580K -$95.3K -226 -14%
Creative Planning
415
Creative Planning
Kansas
$580K +$39.7K +94 +8%
CAM
416
Cresset Asset Management
Illinois
$571K -$54.4K -129 -9%
HWMG
417
Hurlow Wealth Management Group
Indiana
$567K – – –
CWP
418
Curated Wealth Partners
California
$562K – – –
QPW
419
Quantum Private Wealth
Florida
$556K -$13.5K -32 -2%
DWA
420
Douglass Winthrop Advisors
New York
$553K – – –
RGC
421
Roberts, Glore & Co
Illinois
$544K -$2.11K -5 -0.4%
DIA
422
Dean Investment Associates
Ohio
$532K -$47.3K -112 -8%
MFA
423
Mayflower Financial Advisors
Massachusetts
$528K +$844 +2 +0.2%
LNC
424
Lincoln National Corp
Pennsylvania
$526K -$21.9K -52 -4%
MS
425
Maven Securities
Jersey
$521K +$325K +770 +179%