We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
Everence Capital Management
Indiana
$1.22M – – –
Brinker Capital Investments
502
Brinker Capital Investments
Pennsylvania
$1.22M +$381K +1,146 +51%
AMG
503
Asset Management Group
Connecticut
$1.22M – – –
AIM
504
Anchor Investment Management
South Carolina
$1.2M -$36.6K -110 -3%
Cresset Asset Management
505
Cresset Asset Management
Illinois
$1.2M +$144K +432 +15%
SignatureFD
506
SignatureFD
Georgia
$1.2M -$36.3K -109 -3%
BWA
507
Brave Warrior Advisors
New York
$1.19M – – –
BIAS
508
Beacon Investment Advisory Services
New Jersey
$1.19M -$53.3K -160 -5%
TC
509
Telemus Capital
Michigan
$1.18M +$103K +310 +10%
LOPW
510
Live Oak Private Wealth
North Carolina
$1.18M +$32K +96 +3%
HM Payson & Co
511
HM Payson & Co
Maine
$1.18M – – –
Exencial Wealth Advisors
512
Exencial Wealth Advisors
Oklahoma
$1.16M – – –
RWA
513
Ropes Wealth Advisors
Massachusetts
$1.16M -$21.6K -65 -2%
O'Shaughnessy Asset Management
514
O'Shaughnessy Asset Management
Connecticut
$1.15M +$449K +1,349 +74%
KWM
515
Keebeck Wealth Management
Illinois
$1.13M +$134K +403 +15%
IIC
516
Ironwood Investment Counsel
Arizona
$1.13M – – –
Gotham Asset Management
517
Gotham Asset Management
New York
$1.11M -$360K -1,081 -26%
Meitav Investment House
518
Meitav Investment House
Israel
$1.06M +$176K +530 +22%
MSAM
519
Moloney Securities Asset Management
Missouri
$1.05M -$42.6K -128 -4%
Smithfield Trust
520
Smithfield Trust
Pennsylvania
$1.04M +$166K +500 +21%
Bahl & Gaynor
521
Bahl & Gaynor
Ohio
$1.04M – – –
TU
522
TDAM USA
Ontario, Canada
$1.02M -$7.32K -22 -0.8%
Steward Partners Investment Advisory
523
Steward Partners Investment Advisory
New York
$998K -$128K -385 -12%
Advisory Services Network
524
Advisory Services Network
Georgia
$990K -$103K -308 -10%
EWA
525
Encompass Wealth Advisors
Oregon
$978K – – –