We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HT
126
HighTower Trust
Texas
$1.3M
CIBC Asset Management
127
CIBC Asset Management
Ontario, Canada
$1.26M +$23.9K +796 +2%
CGA
128
Crescent Grove Advisors
Illinois
$1.23M +$139K +4,630 +13%
SPWM
129
Straight Path Wealth Management
Michigan
$1.21M +$1.23M +41,000 New
TA
130
Tectonic Advisors
Texas
$1.18M +$312K +10,397 +35%
SI
131
Stephens Inc
Arkansas
$1.18M -$307K -10,253 -20%
JHCP
132
Jackson Hole Capital Partners
Oklahoma
$1.14M -$59.9K -2,000 -5%
AC
133
Annandale Capital
Texas
$1.13M
KeyBank National Association
134
KeyBank National Association
Ohio
$1.13M -$32.9K -1,097 -3%
OWP
135
Obermeyer Wealth Partners
Colorado
$1.09M -$179K -5,983 -14%
UB
136
UMB Bank
Missouri
$1.08M +$37.4K +1,248 +4%
OAM
137
Oppenheimer Asset Management
New York
$1.03M -$22.4K -748 -2%
LC
138
Lindbrook Capital
California
$974K +$986K +32,912 New
SMC
139
Smith, Moore & Co
Missouri
$941K -$6.29K -210 -0.7%
VanEck Associates
140
VanEck Associates
New York
$929K +$15K +500 +2%
EWA
141
Exencial Wealth Advisors
Oklahoma
$912K +$93.1K +3,107 +11%
IFAM
142
Institutional & Family Asset Management
Colorado
$889K +$1.08K +36 +0.1%
EWM
143
Evercore Wealth Management
New York
$888K +$899K +30,000 New
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$885K +$207K +6,910 +30%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$861K +$57.5K +1,917 +7%
DF
146
Donoghue Forlines
Massachusetts
$855K +$866K +28,884 New
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$845K +$46.9K +1,565 +6%
OF
148
Outfitter Financial
Maine
$828K
CQS
149
Credential Qtrade Securities
$816K +$826K +27,560 New
CI
150
Clal Insurance
Israel
$814K -$74.9K -2,500 -8%