We are live on ! Find out more
MCO icon

Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
626
Venturi Wealth Management
Texas
$1.86M +$34.2K +70 +2%
GLR
627
Great Lakes Retirement
Ohio
$1.84M +$119K +243 +7%
EAM
628
Eventide Asset Management
Massachusetts
$1.82M +$359K +735 +26%
SAM
629
Smartleaf Asset Management
Massachusetts
$1.8M +$238K +488 +16%
LCAM
630
London & Capital Asset Management
United Kingdom
$1.8M +$1.71M +3,514 New
KIA
631
Knollwood Investment Advisory
Maryland
$1.79M – – –
MFG
632
Monte Financial Group
Connecticut
$1.77M +$77.6K +159 +5%
JRPCML
633
J. R. Prunier Capital Management LLC
Massachusetts
$1.77M +$1.69M +3,460 New
GM
634
GeoWealth Management
Illinois
$1.76M -$17.1K -35 -1%
CAM
635
Cresset Asset Management
Illinois
$1.76M +$461K +944 +38%
VSQM
636
V-Square Quantitative Management
Illinois
$1.76M +$1.68M +3,444 New
RAM
637
Reflection Asset Management
South Carolina
$1.76M +$1.68M +3,438 New
CCM
638
Coldstream Capital Management
Washington
$1.75M -$472K -968 -22%
PAS
639
Park Avenue Securities
New York
$1.74M -$94.2K -193 -5%
WC
640
Westerkirk Capital
$1.73M -$73.7K -151 -4%
ECM
641
Everence Capital Management
Indiana
$1.72M – – –
MFGM
642
Marshall Financial Group (Maryland)
Maryland
$1.7M -$142K -291 -8%
HPC
643
HM Payson & Co
Maine
$1.7M – – –
CW
644
CreativeOne Wealth
Kansas
$1.69M -$63.9K -131 -4%
GPI
645
General Partner Inc
Pennsylvania
$1.68M – – –
AI
646
Atom Investors
Texas
$1.68M +$76.6K +157 +5%
BF
647
BOK Financial
Oklahoma
$1.68M -$28.8K -59 -2%
PS
648
Principal Securities
Iowa
$1.68M +$52.2K +107 +3%
BC
649
Bridgefront Capital
Texas
$1.66M -$1.46K -3 -0.1%
SPIA
650
Steward Partners Investment Advisory
New York
$1.66M +$65.4K +134 +4%
24 25
26
27 28