We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
451
Boston Trust Walden
Massachusetts
$11.6M -$614K -12,391 -5%
SSWM
452
Smith Salley Wealth Management
North Carolina
$11.5M +$582K +11,738 +5%
FCH
453
Freestone Capital Holdings
Washington
$11.5M -$349K -7,038 -3%
PWP
454
Principle Wealth Partners
Connecticut
$11.5M +$279K +5,626 +2%
DJSG
455
D.J. St. Germain
Massachusetts
$11.4M +$1.89M +38,224 +20%
SCA
456
Snowden Capital Advisors
New York
$11.4M +$1.5M +30,277 +15%
KSCM
457
Key Square Capital Management
Connecticut
$11.4M +$11.4M +229,763 New
WCMN
458
Westchester Capital Management (Nebraska)
Nebraska
$11.4M -$53.3K -1,076 -0.5%
SCA
459
Stonebridge Capital Advisors
Minnesota
$11.3M +$141K +2,835 +1%
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$11.2M -$113K -2,289 -1%
VRS
461
Virginia Retirement Systems
Virginia
$11M -$8.19M -165,300 -43%
Kovitz Investment Group Partners
462
Kovitz Investment Group Partners
Illinois
$11M -$4.38M -88,388 -29%
KIA
463
KCM Investment Advisors
California
$11M -$855K -17,246 -7%
BB
464
Busey Bank
Illinois
$10.8M -$824K -16,625 -7%
VDI
465
Vaughan David Investments
Illinois
$10.8M -$1.21M -24,397 -10%
LW
466
Linscomb Wealth
Texas
$10.8M +$500K +10,085 +5%
RCYC
467
Richard C. Young & Co
Rhode Island
$10.8M +$539K +10,871 +5%
AAA
468
Adams Asset Advisors
Texas
$10.7M +$1.55M +31,368 +17%
MAMHA
469
MY.Alpha Management HK Advisors
Hong Kong
$10.7M -$16.4M -330,336 -60%
SAI
470
Systematic Alpha Investments
New Jersey
$10.7M – – –
Pacer Advisors
471
Pacer Advisors
Pennsylvania
$10.7M -$30.9M -622,943 -74%
PHAM
472
Pacific Heights Asset Management
California
$10.7M +$2.48M +50,000 +30%
SCP
473
Stamos Capital Partners
California
$10.6M +$4.83M +97,400 +84%
VWM
474
Venturi Wealth Management
Texas
$10.6M +$1.22M +24,622 +13%
BPC
475
Banque Pictet & Cie
Switzerland
$10.6M +$2.96M +59,648 +39%