We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
626
Morris Financial Concepts
South Carolina
$480K
JWCA
627
J.W. Cole Advisors
Florida
$477K -$12.9K -43 -2%
HNWAG
628
High Net Worth Advisory Group
Florida
$474K
SP
629
Symmetry Partners
Connecticut
$474K
PA
630
Profund Advisors
Maryland
$473K -$160K -536 -24%
HCMT
631
Highland Capital Management (Tennessee)
Tennessee
$471K
Dodge & Cox
632
Dodge & Cox
California
$463K
FTDI
633
First Trust Direct Indexing
Massachusetts
$463K +$12.3K +41 +2%
TAM
634
Trust Asset Management
Texas
$462K +$22.4K +75 +5%
UCFA
635
United Capital Financial Advisors
Texas
$462K +$48.8K +163 +11%
CFM
636
Capricorn Fund Managers
United Kingdom
$461K
CG
637
Caprock Group
Idaho
$457K +$38K +127 +8%
WKWM
638
Walter & Keenan Wealth Management
Indiana
$456K
EAM
639
Empirical Asset Management
Massachusetts
$452K +$497K +1,660 New
SB
640
Sunflower Bank
Texas
$451K -$17.7K -59 -3%
MCM
641
MAI Capital Management
Ohio
$444K +$15.3K +51 +3%
IC
642
Inverness Counsel
New York
$442K -$220K -735 -31%
OIA
643
OneDigital Investment Advisors
Kansas
$442K +$92.7K +310 +24%
FMAEN1
644
Fund Management at Engine No 1
California
$441K +$75.4K +252 +18%
IFWM
645
Institute for Wealth Management
Colorado
$440K +$127K +423 +35%
QT
646
Quantbot Technologies
New York
$439K +$483K +1,616 New
PCS
647
Personal CFO Solutions
New Jersey
$438K -$30.2K -101 -6%
VAS
648
Vestmark Advisory Solutions
Massachusetts
$432K -$85.6K -286 -15%
DTL
649
Dynamic Technology Lab
Singapore
$432K +$475K +1,588 New
ST
650
Spinnaker Trust
Maine
$431K