We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EW
501
Evexia Wealth
Wisconsin
$21M -$2.17M -10,947 -9%
TCBWMS
502
Texas Capital Bank Wealth Management Services
Texas
$20.8M -$8.19M -41,255 -37%
SNB
503
Security National Bank
Nebraska
$20.8M +$458K +2,308 +3%
AFA
504
Abacus FCF Advisors
Florida
$20.8M -$3.86M -19,462 -22%
TFA
505
Teamwork Financial Advisors
Texas
$20.7M -$3.45M -17,382 -20%
JSC
506
Jackson Square Capital
California
$20.7M -$9.93K -50 -0.1%
CUAMC
507
China Universal Asset Management Company
China
$20.6M +$196K +985 +1%
AMI
508
Amica Mutual Insurance
Rhode Island
$20.3M -$600K -3,020 -4%
FFG
509
Fortem Financial Group
California
$20.2M +$296K +1,489 +2%
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$20.1M -$975K -4,913 -7%
PFPG
511
Pinnacle Financial Partners (Georgia)
Georgia
$20M -$1.8M -9,063 -12%
CCM
512
Coldstream Capital Management
Washington
$20M -$940K -4,737 -7%
LFM
513
LGT Fund Management
Liechtenstein
$19.9M -$1.1M -5,534 -8%
NP
514
Nilsine Partners
Colorado
$19.9M -$207K -1,043 -2%
NGA
515
Naples Global Advisors
Florida
$19.9M -$364K -1,833 -3%
BCM
516
Brookstone Capital Management
Illinois
$19.7M +$12.1M +61,115 +1,498%
ACA
517
Aptus Capital Advisors
Alabama
$19.7M +$573K +2,887 +5%
NMERB
518
New Mexico Educational Retirement Board
New Mexico
$19.6M +$1.19M +6,000 +10%
GAM
519
Generali Asset Management
Italy
$19.4M -$1.12M -5,631 -8%
SAM
520
Sawgrass Asset Management
Florida
$19.3M -$7.54K -38 -0.1%
RAM
521
Robinhood Asset Management
California
$19.3M +$1.7M +8,571 +15%
VT
522
Vise Technologies
New York
$19.2M +$6.16M +31,055 +95%
GC
523
Grimes & Company
Massachusetts
$19.2M -$3.36M -16,907 -21%
PI
524
PFG Investments
New York
$19M +$10.9M +54,993 +686%
MGP
525
Metis Global Partners
California
$18.8M +$1.02M +5,156 +9%