We are live on ! Find out more
FE icon

FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
Belpointe Asset Management
Nevada
$182K +$80.9K +1,692 +82%
SMG
502
Spectrum Management Group
Indiana
$163K – – –
AA
503
Ancora Advisors
Ohio
$163K +$161K +3,360 New
KPW
504
Kore Private Wealth
New York
$162K +$159K +3,335 New
WT
505
Whittier Trust
California
$148K +$45.6K +955 +46%
ASN
506
Advisory Services Network
Georgia
$147K +$5.69K +119 +4%
OPS
507
Orion Portfolio Solutions
Nebraska
$138K +$135K +2,830 New
CFG
508
Capstone Financial Group
Oklahoma
$138K +$136K +2,836 New
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$135K -$333K -6,965 -71%
O
510
Ossiam
France
$131K -$2.25K -47 -2%
RA
511
Rational Advisors
New York
$128K +$59.8K +1,252 +91%
CF
512
Centaurus Financial
California
$128K +$126K +2,630 New
BUB
513
BBVA USA Bancshares
Texas
$127K +$125K +2,623 New
GT
514
Glenmede Trust
Pennsylvania
$121K -$21.5K -449 -15%
JWA
515
JFS Wealth Advisors
Pennsylvania
$117K +$430 +9 +0.4%
GDP
516
Great Diamond Partners
Maine
$117K +$116K +2,420 New
VFA
517
Valeo Financial Advisors
Indiana
$114K +$191 +4 +0.2%
ARMT
518
Amica Retiree Medical Trust
Rhode Island
$114K +$112K +2,338 New
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K -$4.78K -100 -4%
QCG
520
Quadrant Capital Group
Ohio
$107K +$25.8K +539 +30%
PCM
521
Penserra Capital Management
California
$104K -$1.47M -30,750 -94%
NSIM
522
North Star Investment Management
Illinois
$104K – – –
AA
523
Advisory Alpha
Michigan
$102K -$25K -524 -20%
CIM
524
Centersquare Investment Management
Pennsylvania
$99K -$23.9K -500 -20%
HCA
525
Horan Capital Advisors
Ohio
$98K – – –
19 20
21
22 23