We are live on ! Find out more
GWRE icon

Guidewire Software

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$400K -$36.6K -363 -9%
NFG
227
Next Financial Group
Texas
$389K +$58.6K +581 +19%
BFO
228
Boston Family Office
Massachusetts
$377K +$33.7K +334 +10%
ET
229
Equitable Trust
Tennessee
$373K – – –
GFP
230
Gryphon Financial Partners
Ohio
$366K -$25.2K -250 -7%
SCA
231
Summit Creek Advisors
Minnesota
$360K +$345K +3,420 New
MML Investors Services
232
MML Investors Services
Massachusetts
$349K +$90.9K +902 +37%
KeyBank National Association
233
KeyBank National Association
Ohio
$338K +$17.2K +171 +6%
Private Advisor Group
234
Private Advisor Group
New Jersey
$330K +$316K +3,134 New
Diversified Trust
235
Diversified Trust
Tennessee
$328K +$76.6K +760 +32%
First Allied Advisory Services
236
First Allied Advisory Services
California
$316K +$305K +3,030 New
STRS Ohio
237
STRS Ohio
Ohio
$303K -$68K -674 -19%
Commerce Bank
238
Commerce Bank
Missouri
$300K -$92.8K -920 -24%
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$299K -$701K -6,956 -71%
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$289K – – –
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$286K -$7.46K -74 -3%
WAM
242
World Asset Management
Michigan
$285K +$3.63K +36 +1%
YMRC
243
Yorktown Management & Research Company
Virginia
$285K +$272K +2,700 New
Smith Salley Wealth Management
244
Smith Salley Wealth Management
North Carolina
$267K +$255K +2,529 New
SP
245
SWS Partners
Ohio
$262K -$24K -238 -10%
South Texas Money Management
246
South Texas Money Management
Texas
$250K +$240K +2,377 New
ZB
247
Zions Bancorporation
Utah
$241K +$1.11K +11 +0.5%
PHK
248
Point72 Hong Kong
Hong Kong
$241K +$230K +2,285 New
HA
249
Halsey Associates
Connecticut
$232K – – –
FBT
250
First Bank & Trust
South Dakota
$227K -$24K -238 -10%