We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Cornerstone Advisors
North Carolina
$5.25M -$251K -1,300 -4%
KA
402
Kintegral Advisory
New York
$5.21M -$33.8K -175 -0.6%
AT
403
American Trust
Kentucky
$5.15M -$158K -820 -3%
CCFCSB
404
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$6.05M -31,334 -54%
CM
405
Crestline Management
Texas
$5.12M -$580K -3,000 -10%
IEQ Capital
406
IEQ Capital
California
$5.04M +$315K +1,630 +7%
HI
407
Harrington Investments
California
$5.04M -$13.5K -70 -0.3%
BWM
408
BNC Wealth Management
Oregon
$4.98M – – –
New Mexico Educational Retirement Board
409
New Mexico Educational Retirement Board
New Mexico
$4.88M – – –
CWP
410
Cyndeo Wealth Partners
Florida
$4.84M -$1.12M -5,816 -19%
BE
411
Bonness Enterprises
District of Columbia
$4.83M – – –
Commerce Bank
412
Commerce Bank
Missouri
$4.82M +$32.7K +169 +0.7%
FineMark National Bank & Trust
413
FineMark National Bank & Trust
Florida
$4.82M +$1.72M +8,920 +54%
KeyBank National Association
414
KeyBank National Association
Ohio
$4.75M -$4.64K -24 -0.1%
ORI
415
Oak Ridge Investments
Illinois
$4.66M +$124K +642 +3%
OQS
416
Occudo Quantitative Strategies
Florida
$4.64M +$3.81M +19,726 +413%
Shelton Capital Management
417
Shelton Capital Management
Colorado
$4.61M +$1.96M +10,168 +72%
Two Sigma Investments
418
Two Sigma Investments
New York
$4.51M -$17.2M -88,961 -79%
PPW
419
Parcion Private Wealth
Washington
$4.49M +$74K +383 +2%
Metis Global Partners
420
Metis Global Partners
California
$4.44M -$420K -2,172 -8%
Investment Management Corp of Ontario (IMCO)
421
Investment Management Corp of Ontario (IMCO)
Canada
$4.41M +$4.5M +23,287 New
CPA
422
Capital Planning Advisors
California
$4.39M -$65.9K -341 -1%
EL
423
Essex LLC
Illinois
$4.39M +$96.6K +500 +2%
NewEdge Advisors
424
NewEdge Advisors
Louisiana
$4.37M +$979K +5,064 +29%
FDP
425
Financiere des Professionnels
Quebec, Canada
$4.29M +$35.9K +186 +0.8%