We are live on ! Find out more
MCO icon

Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$711K +$19.1K +64 +3%
ETC
552
Exchange Traded Concepts
Oklahoma
$710K -$229K -766 -23%
BIM
553
Bridges Investment Management
Nebraska
$708K – – –
MNBTD
554
Moody National Bank Trust Division
Texas
$707K +$452K +1,511 +139%
DWM
555
Drive Wealth Management
Utah
$706K -$7.48K -25 -1%
SFA
556
Sequoia Financial Advisors
Ohio
$693K +$170K +569 +29%
CI
557
Cavalier Investments
Georgia
$692K -$71.2K -238 -9%
S
558
Seeyond
France
$683K -$78.7K -263 -9%
QIM
559
Quantitative Investment Management
Virginia
$679K +$748K +2,499 New
NL
560
NVWM LLC
Pennsylvania
$677K -$299 -1 -0%
SFI
561
Siemens Fonds Invest
Germany
$674K -$3.89K -13 -0.5%
RWA
562
Ropes Wealth Advisors
Massachusetts
$671K – – –
VPI
563
Value Partners Investments
Manitoba, Canada
$668K +$99K +331 +16%
WT
564
Whittier Trust
California
$665K +$5.98K +20 +0.8%
CGL
565
Clarius Group LLC
Washington
$664K +$54.7K +183 +8%
MGP
566
Metis Global Partners
California
$662K -$46.1K -154 -6%
HAG
567
HighPoint Advisor Group
Illinois
$654K +$692K +2,312 New
WANY
568
Wealthspire Advisors (New York)
New York
$653K -$47.6K -159 -6%
RJT
569
Raymond James Trust
Florida
$653K +$82.9K +277 +13%
Assenagon Asset Management
570
Assenagon Asset Management
Luxembourg
$648K -$8.31M -27,761 -92%
MAM
571
Meeder Asset Management
Ohio
$647K +$101K +338 +17%
HBT
572
Heartland Bank & Trust
Illinois
$643K +$9.87K +33 +1%
AWP
573
Accretive Wealth Partners
New Jersey
$637K -$54.4K -182 -7%
RCA
574
Roberts Capital Advisors
Colorado
$637K – – –
Cerity Partners
575
Cerity Partners
New York
$637K +$238K +795 +51%