We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
URS
251
Utah Retirement Systems
Utah
$318K +$72.7K +1,400 +28%
CM
252
Caption Management
Oklahoma
$307K +$321K +6,176 New
LFM
253
LGT Fund Management
Liechtenstein
$298K +$311K +5,986 New
SGI
254
Summit Global Investments
Utah
$293K +$306K +5,884 New
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$290K +$16.3K +314 +6%
CM
256
Capula Management
Cayman Islands
$287K -$117K -2,248 -28%
BOM
257
Bank of Marin
California
$283K +$295K +5,685 New
WA
258
Wealth Architects
California
$281K +$95.4K +1,836 +48%
Osaic Holdings
259
Osaic Holdings
Arizona
$270K -$544K -10,466 -66%
Vanguard Personalized Indexing Management
260
Vanguard Personalized Indexing Management
California
$266K -$11.6K -223 -4%
IWC
261
Integrated Wealth Concepts
Massachusetts
$266K -$5.2K -100 -2%
CGH
262
Crossmark Global Holdings
Texas
$262K +$7.74K +149 +3%
AWS
263
Atria Wealth Solutions
New York
$250K -$34K -655 -12%
BFM
264
Boothbay Fund Management
New York
$240K +$251K +4,836 New
IA
265
IFP Advisors
Florida
$239K -$3.33K -64 -1%
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$231K
SA
267
Sanctuary Advisors
Indiana
$222K +$208K +4,003 New
ASN
268
Advisory Services Network
Georgia
$217K -$13.1K -252 -5%
Sumitomo Mitsui Trust Group
269
Sumitomo Mitsui Trust Group
Japan
$214K +$223K +4,300 New
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$212K +$222K +4,263 New
Corient Private Wealth
271
Corient Private Wealth
Florida
$212K +$40.7K +784 +23%
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$209K +$218K +4,200 New
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$206K +$215K +4,136 New
PAS
274
Park Avenue Securities
New York
$204K +$29.3K +564 +16%
Teacher Retirement System of Texas
275
Teacher Retirement System of Texas
Texas
$201K +$210K +4,033 New