We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HJIM
151
Henry James International Management
New York
$295K – – –
HWM
152
HighMark Wealth Management
Minnesota
$294K – – –
SPP
153
Single Point Partners
Massachusetts
$293K +$291K +8,975 New
VAS
154
Vestmark Advisory Solutions
Massachusetts
$292K -$10.8K -333 -4%
GQG Partners
155
GQG Partners
Florida
$289K +$92.6K +2,854 +48%
SW
156
SVB Wealth
Massachusetts
$279K +$68.8K +2,120 +33%
AFO
157
Allie Family Office
Florida
$278K – – –
BWP
158
BSW Wealth Partners
Colorado
$274K +$2.6K +80 +1%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$274K +$24K +741 +10%
CA
160
Crumly & Associates
Illinois
$273K +$271K +8,357 New
PA
161
Parallel Advisors
California
$269K +$20.7K +638 +8%
WI
162
WrapManager Inc
California
$266K +$264K +8,137 New
SGI
163
Summit Global Investments
Utah
$265K -$1.2K -37 -0.5%
GCP
164
GSA Capital Partners
United Kingdom
$262K +$260K +8,022 New
WS
165
Wedbush Securities
California
$255K +$17.5K +541 +7%
WAM
166
WNY Asset Management
New York
$252K – – –
BWM
167
BerganKDV Wealth Management
Minnesota
$252K +$211K +6,510 +538%
ACA
168
Atlas Capital Advisors
Wyoming
$251K +$229K +7,058 +1,151%
EI
169
Ellevest Inc
New York
$248K -$329K -10,132 -57%
BIM
170
Baldwin Investment Management
Pennsylvania
$243K -$4.9K -151 -2%
Fisher Asset Management
171
Fisher Asset Management
Washington
$242K -$18.1K -557 -7%
Prudential Financial
172
Prudential Financial
New Jersey
$237K +$24.7K +761 +12%
GF
173
Gabelli Funds
New York
$229K – – –
LGF
174
LGT Group Foundation
Liechtenstein
$226K – – –
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$224K +$170K +5,247 +319%