We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.25M +$88.4K +10,577 +8%
Corient Private Wealth
102
Corient Private Wealth
Florida
$1.23M +$138K +16,539 +13%
SF
103
Synovus Financial
Georgia
$1.22M -$7.73K -925 -0.6%
Charles Schwab
104
Charles Schwab
California
$1.19M +$65K +7,783 +6%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$1.11M +$129K +15,426 +13%
JEST
106
JTC Employer Solutions Trustee
Jersey
$1.1M -$2.04M -244,086 -65%
PAS
107
Park Avenue Securities
New York
$1.05M +$93.1K +11,141 +10%
AAS
108
Avantax Advisory Services
Texas
$1.03M +$846K +101,184 +431%
WCM Investment Management
109
WCM Investment Management
California
$980K +$18.8K +2,248 +2%
SI
110
Stephens Inc
Arkansas
$980K +$5.14K +615 +0.5%
EI
111
Ethic Inc
New York
$971K -$156K -18,693 -14%
S
112
SignatureFD
Georgia
$962K +$59.1K +7,077 +6%
Vanguard Personalized Indexing Management
113
Vanguard Personalized Indexing Management
California
$936K +$143K +17,138 +18%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$933K -$86K -10,286 -8%
USCWA
115
U.S. Capital Wealth Advisors
Texas
$870K -$26.3K -3,152 -3%
EPAM
116
Euro Pacific Asset Management
Puerto Rico
$829K -$23.7K -2,837 -3%
AAIM
117
American Assets Investment Management
California
$826K
CIC
118
Canal Insurance Company
South Carolina
$826K
Ameriprise
119
Ameriprise
Minnesota
$822K -$22.5K -2,693 -3%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$814K -$727K -86,938 -47%
OWA
121
One Wealth Advisors
California
$813K +$147K +17,586 +27%
Calamos Advisors
122
Calamos Advisors
Illinois
$807K +$816K +97,649 New
PMSA
123
Patrick M. Sweeney & Associates
Illinois
$797K +$334K +40,000 +71%
TBC
124
Tweedy, Browne Co
Connecticut
$790K -$124K -14,869 -13%
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$765K -$49.6K -5,933 -6%