We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
451
First Pacific Financial
Washington
$616K +$581K +7,719 New
MC
452
Maverick Capital
Texas
$614K +$148K +1,962 +34%
CBN
453
Cadence Bank NA
Texas
$606K – – –
TC
454
TownSquare Capital
Utah
$604K +$220K +2,917 +54%
LWA
455
Lenox Wealth Advisors
New York
$598K – – –
IAM
456
Infusive Asset Management
New York
$593K +$559K +7,425 New
BFEC
457
Benjamin F. Edwards & Company
Missouri
$587K -$20.5K -272 -4%
MSR
458
Main Street Research
Connecticut
$585K -$24.6M -326,880 -98%
FHC
459
First Heartland Consultants
Missouri
$585K +$124K +1,651 +29%
PA
460
Pinnacle Associates
New York
$583K -$11.3K -150 -2%
ED
461
Exane Derivatives
France
$575K – – –
1WA
462
180 Wealth Advisors
Washington
$568K +$119K +1,578 +25%
William Blair & Company
463
William Blair & Company
Illinois
$568K +$301K +4,003 +128%
GIA
464
Gladstone Institutional Advisory
Florida
$553K +$287K +3,820 +123%
EF
465
Empowered Funds
Pennsylvania
$553K +$522K +6,934 New
MIP
466
Marietta Investment Partners
Wisconsin
$545K – – –
WFI
467
West Family Investments
California
$541K +$510K +6,774 New
CAM
468
Crestone Asset Management
Colorado
$540K -$43.6K -580 -8%
OAM
469
Oppenheimer Asset Management
New York
$535K +$31.9K +424 +7%
ER
470
Enlightenment Research
Florida
$535K +$504K +6,700 New
MVP
471
Miller Value Partners
Florida
$521K – – –
SPIA
472
Steward Partners Investment Advisory
New York
$515K +$46.4K +617 +11%
HJGA
473
Hardman Johnston Global Advisors
Connecticut
$514K +$71.5K +950 +17%
9WM
474
9258 Wealth Management
Ohio
$511K – – –
ETC
475
Exchange Traded Concepts
Oklahoma
$502K +$103K +1,368 +28%