We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
476
Vanguard Personalized Indexing Management
California
$241K +$997 +9 +0.4%
LOAMS
477
Lombard Odier Asset Management (Switzerland)
Switzerland
$239K +$240K +2,162 New
FAM
478
Fulcrum Asset Management
United Kingdom
$236K – – –
SM
479
Sciencast Management
New Jersey
$234K +$232K +2,097 New
MCM
480
Murphy Capital Management
New Jersey
$232K +$111 +1 +0%
DA
481
Duality Advisers
Florida
$227K -$1.93M -17,417 -89%
GPA
482
Garrison Point Advisors
California
$225K – – –
MS
483
Maven Securities
Jersey
$224K +$226K +2,043 New
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$223K -$188K -1,695 -46%
CGA
485
Crescent Grove Advisors
Illinois
$222K – – –
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$222K +$222K +2,006 New
BAM
487
Blueshift Asset Management
New Jersey
$218K +$219K +1,974 New
RWM
488
RKL Wealth Management
Pennsylvania
$213K -$7.42K -67 -3%
AP
489
Advisor Partners
California
$213K -$4.1K -37 -2%
AAS
490
Avantax Advisory Services
Texas
$210K +$210K +1,894 New
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K +$138K +1,248 +196%
KWM
492
Kingsview Wealth Management
Oregon
$207K +$111 +1 +0.1%
IAA
493
Independent Advisor Alliance
North Carolina
$207K +$207K +1,871 New
CI Investments Inc
494
CI Investments Inc
Ontario, Canada
$185K -$73.7K -665 -28%
WT
495
Washington Trust
Rhode Island
$165K – – –
Bessemer Group
496
Bessemer Group
New Jersey
$162K +$104K +939 +179%
EIP
497
Ellis Investment Partners
Pennsylvania
$151K +$554 +5 +0.4%
SBSB
498
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K +$443 +4 +0.3%
SIM
499
Sentry Investment Management
Wisconsin
$131K -$629K -5,679 -83%
SFSIG
500
San Francisco Sentry Investment Group
California
$128K +$18.8K +170 +17%