We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.91M -$1.53M -7,475 -45%
BG
427
Bellevue Group
Switzerland
$1.91M -$30.2M -146,960 -95%
MGP
428
Metis Global Partners
California
$1.91M +$68K +331 +4%
PVI
429
Pine Valley Investments
New Jersey
$1.87M +$174K +849 +12%
CC
430
Copperleaf Capital
North Carolina
$1.86M -$44.8K -218 -3%
CPC
431
Consolidated Planning Corp
Georgia
$1.85M +$136K +660 +9%
UWS
432
Unique Wealth Strategies
Illinois
$1.84M +$1.63M +7,956 New
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M -$25K -122 -2%
N
434
Natixis
France
$1.71M -$6.41M -31,198 -81%
CCP
435
Cunning Capital Partners
North Carolina
$1.71M – – –
BFPW
436
BOK Financial Private Wealth
Colorado
$1.7M -$146K -709 -9%
GAM
437
Groupama Asset Management
France
$1.68M +$1.49M +7,269 New
CFCI
438
Comprehensive Financial Consultants Institutional
Indiana
$1.66M +$152K +739 +11%
SCM
439
Suvretta Capital Management
New York
$1.66M – – –
CCP
440
Clarkston Capital Partners
Michigan
$1.62M +$1.44M +7,000 New
HAG
441
HF Advisory Group
Maryland
$1.61M +$104K +505 +8%
NB
442
NBT Bank
New York
$1.6M +$88.7K +432 +7%
CAM
443
Carret Asset Management
New York
$1.59M – – –
PAM
444
Panagora Asset Management
Massachusetts
$1.59M -$16K -78 -1%
SSWM
445
Smith Salley Wealth Management
North Carolina
$1.58M +$69.8K +340 +5%
William Blair & Company
446
William Blair & Company
Illinois
$1.57M -$227K -1,106 -14%
ETC
447
Exchange Traded Concepts
Oklahoma
$1.56M -$227K -1,108 -14%
SWP
448
Stratos Wealth Partners
Ohio
$1.55M -$6.57K -32 -0.5%
EOJOAM
449
E. Ohman J:or Asset Management
Sweden
$1.55M -$329K -1,600 -19%
CCP
450
Carmel Capital Partners
California
$1.53M +$13.8K +67 +1%