We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
501
Wealthfront Advisers
California
$503K -$141K -7,190 -21%
BC
502
Bartlett & Co
Ohio
$499K +$30.6K +1,556 +6%
EGM
503
Engineers Gate Manager
New York
$499K +$518K +26,352 New
CK
504
Cohen Klingenstein
New York
$496K
EWM
505
Empirical Wealth Management
Washington
$494K +$46.2K +2,352 +10%
AIP
506
Ameritas Investment Partners
Nebraska
$493K -$20.3K -1,031 -4%
CI
507
Conning Inc
Connecticut
$493K -$5.89K -300 -1%
NRS
508
Neville Rodie & Shaw
New York
$493K
SOAMC
509
Spirit of America Management Corp
New York
$492K -$27.5K -1,400 -5%
SWRP
510
Summit Wealth & Retirement Planning
California
$491K
TCM
511
Twin Capital Management
Pennsylvania
$485K -$16.9K -860 -3%
GIM
512
Grassi Investment Management
California
$484K
LCM
513
Landscape Capital Management
New Jersey
$484K +$503K +25,594 New
CA
514
Cetera Advisors
Colorado
$481K -$38.6K -1,964 -7%
TCA
515
Teewinot Capital Advisers
New York
$479K
Truist Financial
516
Truist Financial
North Carolina
$477K -$14.1K -716 -3%
FA
517
FDx Advisors
Illinois
$477K +$22.8K +1,163 +5%
JCM
518
Jacobi Capital Management
Pennsylvania
$476K +$6.93K +353 +1%
TAM
519
Trust Asset Management
Texas
$475K +$5.54K +282 +1%
JC
520
Jacobs & Co
California
$474K +$42.7K +2,175 +9%
MBT
521
Montecito Bank & Trust
California
$467K +$13.3K +676 +3%
AF
522
Allworth Financial
California
$461K +$2.46K +125 +0.5%
ST
523
Smithfield Trust
Pennsylvania
$458K
SC
524
SRB Corp
Massachusetts
$458K
MYAM
525
Meiji Yasuda Asset Management
Japan
$457K