We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$741K +$3.29K +70 +0.5%
OFS
577
OneAscent Financial Services
Alabama
$741K +$701K +14,918 New
ITIM
578
Indiana Trust & Investment Management
Indiana
$740K -$327K -6,960 -32%
BDF
579
Balasa Dinverno & Foltz
$728K +$358K +7,608 +108%
SM
580
Salzhauer Michael
$726K – – –
TA
581
TCG Advisors
Texas
$726K +$22.8K +484 +3%
GAM
582
Gotham Asset Management
New York
$711K +$673K +14,320 New
CC
583
ClearArc Capital
Ohio
$703K -$87.2K -1,856 -12%
BAM
584
Belpointe Asset Management
Nevada
$698K +$389K +8,275 +143%
FT
585
Fiduciary Trust
Massachusetts
$695K -$7.05K -150 -1%
CIM
586
Cambria Investment Management
California
$686K -$22K -468 -3%
SB
587
Simmons Bank
Arkansas
$685K -$177K -3,768 -21%
GWCM
588
Godshalk Welsh Capital Management
Pennsylvania
$683K – – –
LFAS
589
Level Four Advisory Services
Texas
$681K +$12.4K +263 +2%
LCM
590
Logan Capital Management
Pennsylvania
$675K -$17.3K -367 -3%
SAM
591
Selway Asset Management
$671K -$14.1K -300 -2%
CCM
592
Cullen Capital Management
New York
$670K – – –
BAMF
593
BI Asset Management Fondsmaeglerselskab
Denmark
$663K -$103K -2,182 -14%
Assenagon Asset Management
594
Assenagon Asset Management
Luxembourg
$661K -$287K -6,108 -31%
CAN
595
Cetera Advisor Networks
California
$661K -$38.6K -821 -6%
VCM
596
Vivaldi Capital Management
Illinois
$660K -$637K -13,549 -50%
RIM
597
Redwood Investment Management
Arizona
$658K +$613K +13,044 New
QI
598
Qtron Investments
Massachusetts
$657K +$395K +8,410 +175%
GT
599
Greenleaf Trust
Michigan
$655K +$269K +5,724 +77%
LBA
600
Letko, Brosseau & Associates
Quebec, Canada
$651K -$28.2K -600 -4%