We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
801
Schroder Investment Management Group
United Kingdom
$543K -$431K -2,673 -42%
APP
802
Avantax Planning Partners
Iowa
$542K -$967 -6 -0.2%
PIA
803
Piedmont Investment Advisors
North Carolina
$542K +$30K +186 +5%
Fidelity International
804
Fidelity International
Bermuda
$541K -$12.9K -80 -2%
CCM
805
Canal Capital Management
Virginia
$538K +$596K +3,696 New
SLAM
806
Swiss Life Asset Management
$538K -$1.49M -9,235 -71%
WCM
807
Weik Capital Management
Pennsylvania
$534K +$27.4K +170 +5%
CC
808
Courier Capital
New York
$532K +$322 +2 +0.1%
DA
809
Doliver Advisors
Texas
$528K +$42.1K +261 +8%
RWA
810
River Wealth Advisors
Pennsylvania
$527K +$8.06K +50 +1%
CC
811
ClearArc Capital
Ohio
$525K -$645 -4 -0.1%
Mercer Global Advisors
812
Mercer Global Advisors
Colorado
$518K +$88K +546 +18%
NG
813
NatWest Group
United Kingdom
$511K -$1.19M -7,407 -68%
HEIP
814
Hudson Edge Investment Partners
New Jersey
$510K +$564K +3,501 New
VFM
815
Viking Fund Management
North Dakota
$509K – – –
SM
816
SG3 Management
Puerto Rico
$509K +$564K +3,500 New
Carson Wealth (CWM LLC)
817
Carson Wealth (CWM LLC)
Nebraska
$507K – – –
SCM
818
Sterneck Capital Management
Missouri
$501K +$72.6K +450 +15%
TC
819
Telemus Capital
Michigan
$497K -$431K -2,670 -44%
BI
820
Ballast Inc
Kentucky
$497K -$46.8K -290 -8%
MFG
821
Monte Financial Group
Connecticut
$497K +$65.6K +407 +14%
TU
822
TDAM USA
Ontario, Canada
$496K -$484 -3 -0.1%
RIL
823
Rothschild Investment LLC
Illinois
$496K – – –
Lido Advisors
824
Lido Advisors
California
$496K +$26K +161 +5%
CIAS
825
Capital Investment Advisory Services
North Carolina
$496K +$86.9K +539 +19%