We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
526
Teewinot Capital Advisers
New York
$829K – – –
PWS
527
Precision Wealth Strategies
Missouri
$821K +$38.1K +1,038 +4%
HAG
528
HighPoint Advisor Group
Illinois
$812K +$956K +26,058 New
NRS
529
Neville Rodie & Shaw
New York
$795K – – –
NEI
530
Northwest & Ethical Investments
Ontario, Canada
$788K +$169K +4,591 +24%
WT
531
Whittier Trust
California
$781K +$4.51K +123 +0.5%
JIC
532
Johnson Investment Counsel
Ohio
$777K -$8K -218 -0.9%
BSW
533
Buckingham Strategic Wealth
Missouri
$775K +$221K +6,014 +34%
SPC
534
Sigma Planning Corp
Michigan
$766K +$471K +12,819 +121%
FTDI
535
First Trust Direct Indexing
Massachusetts
$765K +$15.1K +412 +2%
PP
536
Prudential plc
United Kingdom
$762K -$48.9K -1,331 -5%
IFS
537
Ifrah Financial Services
Arkansas
$761K -$8.19K -223 -1%
CA
538
Clearstead Advisors
Ohio
$759K – – –
TF
539
TIAA FSB
Florida
$756K -$172K -4,690 -17%
PCMM
540
Piedmont Capital Management (Montana)
Montana
$754K -$36.7K -1,000 -4%
CAAS
541
Capital Asset Advisory Services
Michigan
$748K -$299K -8,134 -26%
CCP
542
Corient Capital Partners
California
$744K -$58.4K -1,591 -7%
CF
543
Copperwynd Financial
Arizona
$744K -$16.1K -439 -2%
GC
544
Garde Capital
Washington
$742K – – –
Lazard Asset Management
545
Lazard Asset Management
New York
$739K -$106K -2,882 -11%
EIP
546
Epoch Investment Partners
New York
$736K -$147 -4 -0%
CFB
547
Cullen/Frost Bankers
Texas
$733K +$22.3K +607 +3%
SG Americas Securities
548
SG Americas Securities
New York
$733K +$426K +11,603 +108%
EA
549
Eudaimonia Advisors
Tennessee
$732K +$58.1K +1,583 +8%
MBT
550
Montecito Bank & Trust
California
$729K +$918 +25 +0.1%