We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PIS
226
POM Investment Strategies
North Carolina
$292 – – –
AWM
227
Abound Wealth Management
Tennessee
$167 – – –
MFG
228
Mendota Financial Group
Wisconsin
$167 +$176 +8 New
JWA
229
JFS Wealth Advisors
Pennsylvania
$84 -$1.71K -78 -95%
RFG
230
REAP Financial Group
Texas
$3 – – –
Wellington Management Group
231
Wellington Management Group
Massachusetts
– -$56.2M -2,306,250 Closed
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
– -$5.18M -212,663 Closed
WJWM
233
Williams Jones Wealth Management
New York
– -$1.65M -67,511 Closed
CGPCS
234
Capital Group Private Client Services
California
– -$974K -39,931 Closed
Capital Fund Management (CFM)
235
Capital Fund Management (CFM)
France
– -$802K -32,880 Closed
BFG
236
Bleakley Financial Group
New Jersey
– -$749K -30,732 Closed
MIF
237
Mediolanum International Funds
Ireland
– -$6.96M -28,661 Closed
XT
238
XTX Topco
Cayman Islands
– -$620K -25,429 Closed
CI
239
Clal Insurance
Israel
– -$488K -20,000 Closed
Prudential Financial
240
Prudential Financial
New Jersey
– -$487K -19,971 Closed
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
– -$435K -17,844 Closed
OSAM
242
O'Shaughnessy Asset Management
Connecticut
– -$414K -17,503 Closed
RWM
243
Ritholtz Wealth Management
New York
– -$314K -12,869 Closed
LA
244
LVW Advisors
New York
– -$301K -12,333 Closed
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
– -$281K -11,508 Closed
HighTower Advisors
246
HighTower Advisors
Illinois
– -$273K -11,384 Closed
GAM
247
Groupama Asset Management
France
– -$2.19M -11,253 Closed
BWP
248
Baldwin Wealth Partners
Massachusetts
– -$272K -11,172 Closed
MGWM
249
Marks Group Wealth Management
Minnesota
– -$267K -10,954 Closed
PAS
250
Park Avenue Securities
New York
– -$265K -10,888 Closed