We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NRS
351
Neville Rodie & Shaw
New York
$480K
PAS
352
Park Avenue Securities
New York
$479K +$65.3K +792 +16%
BIAS
353
Beacon Investment Advisory Services
New Jersey
$474K
HKAM
354
Horizon Kinetics Asset Management
New York
$469K +$165 +2 +0%
AL
355
Aspiriant LLC
California
$466K -$247 -3 -0.1%
SMH
356
Sanders Morris Harris
Texas
$465K
ECM
357
Everence Capital Management
Indiana
$461K
PGFC
358
Peapack-Gladstone Financial Corp
New Jersey
$455K -$23.8K -289 -5%
IGAM
359
iA Global Asset Management
Quebec, Canada
$454K +$61K +740 +16%
VT
360
Vise Technologies
New York
$449K +$436K +5,296 New
WSC
361
Wellington Shields & Co
New York
$448K
OC
362
Oppenheimer & Co
New York
$444K
UCFA
363
United Capital Financial Advisors
Texas
$440K +$28.3K +343 +7%
FCP
364
Fidelis Capital Partners
Florida
$440K +$425K +5,154 New
BMSSC
365
B. Metzler seel. Sohn & Co
Germany
$427K
YIH
366
Y-Intercept (HK)
Hong Kong
$425K +$414K +5,018 New
GA
367
Geller Advisors
New York
$419K -$61.6K -747 -13%
AGP
368
Autumn Glory Partners
Texas
$416K -$404K -4,908 -50%
TPI
369
Trust Point Inc
Wisconsin
$415K +$41.8K +507 +12%
TIAA Trust, National Association
370
TIAA Trust, National Association
North Carolina
$410K +$57.1K +693 +17%
WJWM
371
Williams Jones Wealth Management
New York
$405K
VI
372
Vestcor Inc
New Brunswick, Canada
$403K -$214K -2,600 -35%
AA
373
AlphaCentric Advisors
Puerto Rico
$403K -$16.2K -196 -4%
Capstone Investment Advisors
374
Capstone Investment Advisors
New York
$396K +$108K +1,306 +39%
SWM
375
Spire Wealth Management
Virginia
$396K -$24.8K -301 -6%