We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
526
Northwest & Ethical Investments
Ontario, Canada
$788K +$169K +4,591 +24%
WT
527
Whittier Trust
California
$781K +$4.51K +123 +0.5%
JIC
528
Johnson Investment Counsel
Ohio
$777K -$8K -218 -0.9%
BSW
529
Buckingham Strategic Wealth
Missouri
$775K +$221K +6,014 +34%
SPC
530
Sigma Planning Corp
Michigan
$766K +$471K +12,819 +121%
FTDI
531
First Trust Direct Indexing
Massachusetts
$765K +$15.1K +412 +2%
PP
532
Prudential plc
United Kingdom
$762K -$48.9K -1,331 -5%
IFS
533
Ifrah Financial Services
Arkansas
$761K -$8.19K -223 -1%
CA
534
Clearstead Advisors
Ohio
$759K
TF
535
TIAA FSB
Florida
$756K -$172K -4,690 -17%
PCMM
536
Piedmont Capital Management (Montana)
Montana
$754K -$36.7K -1,000 -4%
CAAS
537
Capital Asset Advisory Services
Michigan
$748K -$299K -8,134 -26%
CCP
538
Corient Capital Partners
California
$744K -$58.4K -1,591 -7%
CF
539
Copperwynd Financial
Arizona
$744K -$16.1K -439 -2%
GC
540
Garde Capital
Washington
$742K
Lazard Asset Management
541
Lazard Asset Management
New York
$739K -$106K -2,882 -11%
EIP
542
Epoch Investment Partners
New York
$736K -$147 -4 -0%
CFB
543
Cullen/Frost Bankers
Texas
$733K +$22.3K +607 +3%
SG Americas Securities
544
SG Americas Securities
New York
$733K +$426K +11,603 +108%
EA
545
Eudaimonia Advisors
Tennessee
$732K +$58.1K +1,583 +8%
MBT
546
Montecito Bank & Trust
California
$729K +$918 +25 +0.1%
FNBTCON
547
First National Bank & Trust Co of Newtown
Pennsylvania
$720K
OPS
548
Orion Portfolio Solutions
Nebraska
$705K +$19.6K +535 +3%
BPA
549
Beacon Pointe Advisors
California
$698K -$2.78M -75,653 -78%
SAM
550
Silvercrest Asset Management
New York
$689K