We are live on ! Find out more
FICO icon

Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
526
Beaumont Financial Advisors
Massachusetts
$267K +$750 +1 +0.3%
CTC
527
Central Trust Company
Missouri
$265K -$48K -64 -16%
FMAEN1
528
Fund Management at Engine No 1
California
$263K +$15K +20 +7%
GFS
529
GYL Financial Synergies
Connecticut
$262K +$243K +324 New
ESCM
530
Echo Street Capital Management
New York
$261K +$242K +323 New
WFI
531
West Family Investments
California
$258K +$239K +319 New
HIM
532
Hanlon Investment Management
New Jersey
$254K +$8.25K +11 +4%
YIA
533
YHB Investment Advisors
Connecticut
$252K -$16.5K -22 -7%
CFG
534
Cooper Financial Group
California
$252K +$12K +16 +5%
CWM
535
Cordatus Wealth Management
Pennsylvania
$252K +$234K +312 New
NAS
536
Nicolet Advisory Services
Wisconsin
$250K +$239K +319 New
MCM
537
Monument Capital Management
Virginia
$243K +$225K +300 New
CI
538
Cigna Investments
Connecticut
$241K – – –
FLPIM
539
F.L. Putnam Investment Management
Massachusetts
$238K +$220K +294 New
TAM
540
Trust Asset Management
Texas
$236K – – –
PCM
541
Penserra Capital Management
California
$231K +$214K +286 +14,300%
FT
542
Fiduciary Trust
Massachusetts
$227K +$210K +280 New
DWA
543
Dougherty Wealth Advisers
Minnesota
$225K – – –
MYAM
544
Meiji Yasuda Asset Management
Japan
$223K +$206K +275 New
SFO
545
Stokes Family Office
Louisiana
$221K -$15.7K -21 -7%
HPIA
546
Hamilton Point Investment Advisors
North Carolina
$218K +$202K +269 New
BFS
547
Bradley Foster & Sargent
Connecticut
$217K +$201K +268 New
FFM
548
Forum Financial Management
Illinois
$214K +$198K +264 New
KI
549
Kapitalo Investimentos
Brazil
$212K +$196K +262 New
CAM
550
Claret Asset Management
Quebec, Canada
$211K -$91.5K -122 -32%
20 21
22
23 24