We are live on ! Find out more
MORN icon

Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$371K +$386K +1,647 New
CS
202
Cannell & Spears
New York
$361K -$88.1K -376 -19%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$359K +$10.5K +45 +3%
Assenagon Asset Management
204
Assenagon Asset Management
Luxembourg
$354K
PA
205
Parallel Advisors
California
$349K +$703 +3 +0.2%
SEC
206
Seven Eight Capital
New York
$347K
Creative Planning
207
Creative Planning
Kansas
$338K +$25.1K +107 +8%
COI
208
Connable Office Inc
Michigan
$331K
PTC
209
Private Trust Company
Ohio
$331K +$345K +1,472 New
MA
210
Montag & Associates
Georgia
$324K
RJA
211
Raymond James & Associates
Florida
$323K +$57.6K +246 +21%
JMPWA
212
JP Morgan Private Wealth Advisors
California
$320K -$37.7K -161 -10%
NA
213
Navellier & Associates
Nevada
$314K
CAM
214
Cresset Asset Management
Illinois
$313K -$131K -560 -29%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$313K -$13.1K -56 -4%
Wolverine Trading
216
Wolverine Trading
Illinois
$305K +$315K +1,343 New
HPC
217
HM Payson & Co
Maine
$304K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$298K +$937 +4 +0.3%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$293K
Vanguard Personalized Indexing Management
220
Vanguard Personalized Indexing Management
California
$288K +$49.4K +211 +20%
Jane Street
221
Jane Street
New York
$286K +$298K +1,271 New
HSA
222
HBK Sorce Advisory
Pennsylvania
$273K +$703 +3 +0.2%
Ensign Peak Advisors
223
Ensign Peak Advisors
Utah
$262K -$1.3M -5,558 -83%
XT
224
XTX Topco
Cayman Islands
$262K +$273K +1,163 New
CICI
225
Capital Investment Counsel Inc
North Carolina
$259K -$23.4K -100 -8%