We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Strategy Asset Managers
California
$650K -$7.17K -33 -1%
SCI
552
S&CO Inc
Massachusetts
$650K
CCM
553
Coldstream Capital Management
Washington
$648K +$99.9K +460 +18%
IIM
554
Intact Investment Management
Quebec, Canada
$629K -$152K -700 -19%
Lido Advisors
555
Lido Advisors
California
$626K +$37.4K +172 +6%
EMG
556
ETF Managers Group
New Jersey
$610K +$619K +2,850 New
PTP
557
Platform Technology Partners
New York
$608K -$50.6K -233 -8%
MGP
558
Metis Global Partners
California
$608K -$47.8K -220 -7%
WF
559
Welch & Forbes
Massachusetts
$608K
AP
560
Advisor Partners
California
$608K +$99.5K +458 +20%
Jacobs Levy Equity Management
561
Jacobs Levy Equity Management
New Jersey
$607K +$607K +2,796 New
ARI
562
Applied Research Investments
Delaware
$599K +$600K +2,762 New
SLAM
563
Swiss Life Asset Management
$594K -$1.44M -6,638 -71%
FA
564
FDx Advisors
Illinois
$590K +$16.1K +74 +3%
IWC
565
Integrated Wealth Concepts
Massachusetts
$581K -$14.3K -66 -2%
TMAM
566
Tokio Marine Asset Management
Japan
$581K +$66.2K +305 +13%
BC
567
Bowman & Company
Wisconsin
$565K +$31.3K +144 +6%
PAS
568
Park Avenue Securities
New York
$564K -$71.4K -329 -11%
SIC
569
Salem Investment Counselors
North Carolina
$564K -$1.52K -7 -0.3%
TF
570
Trek Financial
Arizona
$557K -$134K -617 -19%
PMG
571
ProVise Management Group
Florida
$557K -$57.1K -263 -9%
PWM
572
Perigon Wealth Management
California
$545K +$4.56K +21 +0.8%
MCA
573
Magnolia Capital Advisors
Mississippi
$535K -$37.1K -171 -6%
JRP
574
Jasper Ridge Partners
California
$534K
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$534K +$8.69K +40 +2%