We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
626
SVB Wealth
Massachusetts
$729K -$271K -703 -27%
AssetMark Inc
627
AssetMark Inc
California
$727K +$646K +1,674 +890%
Dodge & Cox
628
Dodge & Cox
California
$725K
LPT
629
Legacy Private Trust
Wisconsin
$715K
SFA
630
Sequoia Financial Advisors
Ohio
$712K +$703K +1,822 New
LS
631
Livforsakringsbolaget Skandia
Sweden
$711K -$424K -1,100 -38%
RMCM
632
Reynders McVeigh Capital Management
Massachusetts
$711K -$1.54K -4 -0.2%
VPI
633
Value Partners Investments
Manitoba, Canada
$711K +$175K +455 +33%
VAS
634
Vestmark Advisory Solutions
Massachusetts
$707K +$71K +184 +11%
EGM
635
Engineers Gate Manager
New York
$700K -$2.44M -6,337 -78%
RC
636
RegentAtlantic Capital
New Jersey
$694K +$30.5K +79 +5%
AAM
637
Azzad Asset Management
Virginia
$692K -$17K -44 -2%
ACP
638
Ashfield Capital Partners
California
$691K
EF
639
Empowered Funds
Pennsylvania
$691K +$682K +1,768 New
MFC
640
Morris Financial Concepts
South Carolina
$689K +$681K +1,765 New
JWCA
641
J.W. Cole Advisors
Florida
$685K -$39K -101 -5%
SP
642
Symmetry Partners
Connecticut
$681K -$53.2K -138 -7%
HNWAG
643
High Net Worth Advisory Group
Florida
$681K +$673K +1,744 New
HCMT
644
Highland Capital Management (Tennessee)
Tennessee
$676K -$65.6K -170 -9%
SB
645
Sunflower Bank
Texas
$674K -$15.8K -41 -2%
Group One Trading
646
Group One Trading
Illinois
$657K +$648K +1,681 New
WKWM
647
Walter & Keenan Wealth Management
Indiana
$654K
AAM
648
Advisors Asset Management
Colorado
$652K -$15.4K -40 -2%
FTDI
649
First Trust Direct Indexing
Massachusetts
$648K -$4.63K -12 -0.7%
OTL
650
Oak Thistle LLC
New York
$646K +$638K +1,655 New