We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Pallas Capital Advisors
Massachusetts
$728K +$724K +1,459 New
RCA
552
Roberts Capital Advisors
Colorado
$725K – – –
AP
553
Americana Partners
Texas
$721K +$358K +722 +93%
HWM
554
Hohimer Wealth Management
Washington
$720K +$741K +1,494 New
QPBE
555
Quintet Private Bank (Europe)
Luxembourg
$717K +$126K +253 +24%
WI
556
WrapManager Inc
California
$717K +$738K +1,488 New
CCA
557
Catalyst Capital Advisors
New York
$713K -$79.4K -160 -10%
SFM
558
Signet Financial Management
New Jersey
$713K +$46.1K +93 +7%
NIM
559
NEOS Investment Management
Connecticut
$704K +$37.7K +76 +5%
BI
560
BlueSpruce Investments
Illinois
$704K +$725K +1,461 New
MWM
561
Mission Wealth Management
California
$702K +$722K +1,456 New
GS
562
GTS Securities
Florida
$701K +$722K +1,456 New
HBT
563
Heartland Bank & Trust
Illinois
$699K +$6.95K +14 +1%
VI
564
Vestcor Inc
New Brunswick, Canada
$690K – – –
VWM
565
Venturi Wealth Management
Texas
$688K +$695K +1,400 +4,828%
CAM
566
Cypress Asset Management
Texas
$686K – – –
EF
567
Empowered Funds
Pennsylvania
$685K -$703K -1,417 -50%
BTI
568
Blue Trust Inc
Georgia
$679K +$441K +888 +274%
FHB
569
First Hawaiian Bank
Hawaii
$673K -$806K -1,625 -54%
IFWM
570
Institute for Wealth Management
Colorado
$667K +$115K +232 +20%
MLL
571
Moody Lynn & Lieberson
Massachusetts
$659K – – –
Kayne Anderson Rudnick Investment Management
572
Kayne Anderson Rudnick Investment Management
California
$659K – – –
MYAM
573
Meiji Yasuda Asset Management
Japan
$657K +$133K +269 +25%
EI
574
Ellevest Inc
New York
$653K +$47.1K +95 +8%
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$650K -$2.98K -6 -0.4%