We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
501
HighTower Advisors
Illinois
$438K +$432K +2,755 New
KFA
502
Kelleher Financial Advisors
New York
$431K
VCM
503
Virtue Capital Management
Tennessee
$424K -$37.5K -239 -8%
GLA
504
Great Lakes Advisors
Illinois
$413K +$1.25K +8 +0.3%
V
505
Veritable
Delaware
$410K -$1.57K -10 -0.4%
FAAS
506
First Allied Advisory Services
California
$402K -$13.6K -87 -3%
CI
507
Conning Inc
Connecticut
$396K +$7.84K +50 +2%
EAMA
508
EFG Asset Management (Americas)
Florida
$389K +$65K +415 +20%
ZB
509
Zions Bancorporation
Utah
$389K +$107K +684 +38%
JRP
510
Jasper Ridge Partners
California
$388K
Creative Planning
511
Creative Planning
Kansas
$379K -$39.5K -252 -9%
FB
512
Fulton Bank
Pennsylvania
$378K +$53.9K +344 +17%
EI
513
Ethic Inc
New York
$368K +$29.6K +189 +9%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$365K -$9.72K -62 -3%
FWIA
515
Fort Washington Investment Advisors
Ohio
$364K
OPS
516
Orion Portfolio Solutions
Nebraska
$354K +$278K +1,777 +379%
P
517
Pitcairn
Pennsylvania
$350K -$6.74K -43 -2%
LFAS
518
Level Four Advisory Services
Texas
$347K -$104K -662 -23%
JGUA
519
John G. Ullman & Associates
New York
$347K -$31.3K -200 -8%
WP
520
WealthShield Partners
North Carolina
$346K +$344K +2,192 New
BWA
521
BDO Wealth Advisors
Florida
$342K -$6.74K -43 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
522
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$341K -$251K -1,600 -43%
Mercer Global Advisors
523
Mercer Global Advisors
Colorado
$339K -$7.84K -50 -2%
CW
524
CreativeOne Wealth
Kansas
$339K +$336K +2,146 New
FC
525
FORA Capital
Florida
$335K -$87.4K -558 -21%