We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
301
Jones Financial Companies
Missouri
$338K +$22.2K +1,587 +8%
EIG
302
EdgePoint Investment Group
Ontario, Canada
$336K +$99.2K +7,085 +50%
LAM
303
Lewis Asset Management
California
$335K +$298K +21,250 New
AB
304
Amalgamated Bank
New York
$333K -$31.2K -2,226 -10%
AFGAS
305
Allegiance Financial Group Advisory Services
Virginia
$333K +$296K +21,122 New
EWA
306
EP Wealth Advisors
California
$332K -$26.3K -1,876 -8%
URS
307
Utah Retirement Systems
Utah
$332K +$24.3K +1,738 +9%
WAM
308
Wolverine Asset Management
Illinois
$330K
TCA
309
Transcend Capital Advisors
New Jersey
$329K +$293K +20,901 New
CA
310
Clearstead Advisors
Ohio
$324K +$250K +17,827 +652%
SFC
311
SYM Financial Corp
Indiana
$320K +$285K +20,335 New
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$318K -$116K -8,296 -29%
Brown Advisory
313
Brown Advisory
Maryland
$317K -$44.7K -3,188 -14%
GF
314
Gries Financial
Ohio
$312K +$109K +7,758 +64%
ORG
315
Optimist Retirement Group
Washington
$311K -$32.7K -2,334 -11%
M&T Bank
316
M&T Bank
New York
$309K -$27.7K -1,975 -9%
Empower Advisory Group
317
Empower Advisory Group
Colorado
$306K +$272K +19,432 New
JSW
318
Journey Strategic Wealth
New Jersey
$304K +$44.8K +3,199 +20%
MTIM
319
Marathon Trading Investment Management
Pennsylvania
$302K +$46.2K +3,300 +21%
EC
320
EntryPoint Capital
New York
$298K -$185K -13,192 -41%
ACM
321
Aster Capital Management
United Arab Emirates
$295K -$1.1M -78,360 -81%
PPW
322
Parcion Private Wealth
Washington
$293K +$260K +18,560 New
CPA
323
Capital Performance Advisors
California
$288K +$256K +18,283 New
KCP
324
Kera Capital Partners
California
$287K +$255K +18,216 New
CFA
325
Capstone Financial Advisors
Illinois
$274K +$76.6K +5,465 +46%