We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
526
Fox Run Management
Connecticut
$376K -$333K -5,285 -48%
KAS
527
Kestra Advisory Services
Texas
$374K -$122K -1,943 -25%
AO
528
Advisor OS
Illinois
$369K -$12.2K -194 -3%
LFA
529
Legacy Financial Advisors
Kentucky
$365K +$357K +5,668 New
NB
530
Nicolet Bankshares
Wisconsin
$360K -$152K -2,410 -30%
AFCM
531
Applied Finance Capital Management
Puerto Rico
$360K +$10.9K +173 +3%
VSQM
532
V-Square Quantitative Management
Illinois
$359K +$20.8K +330 +6%
PF
533
Phoenix Financial
Israel
$357K -$9.26K -147 -3%
HWM
534
HB Wealth Management
Georgia
$355K +$9.89K +157 +3%
AA
535
Advisory Alpha
Michigan
$355K +$108K +1,711 +45%
GLA
536
Great Lakes Advisors
Illinois
$354K -$20.3K -323 -6%
TPCW
537
TD Private Client Wealth
New York
$346K +$70K +1,112 +26%
BAAM
538
Baker Avenue Asset Management
California
$346K +$338K +5,370 New
CIC
539
Carnegie Investment Counsel
Ohio
$342K -$2.81M -44,661 -89%
BP
540
Ballentine Partners
Massachusetts
$342K -$7.24K -115 -2%
TH
541
TCTC Holdings
Texas
$341K
CI
542
CX Institutional
Indiana
$341K +$29K +461 +10%
CCM
543
Cullen Capital Management
New York
$340K
WT
544
Whittier Trust
California
$339K
CSI
545
Cross Staff Investments
New York
$335K
IQI
546
Integrated Quantitative Investments
Washington
$335K +$328K +5,200 New
CIA
547
Concurrent Investment Advisors
Florida
$329K +$53.9K +855 +20%
GFA
548
Gallagher Fiduciary Advisors
Illinois
$325K +$25.6K +406 +9%
MA
549
MJP Associates
Connecticut
$325K +$2.46K +39 +0.8%
SO
550
STRS Ohio
Ohio
$325K +$318K +5,043 New