We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
651
Dupont Capital Management
Delaware
$234K -$11.7M -22,348 -98%
MG
652
Meritage Group
California
$233K -$68.8K -131 -22%
WCM
653
WealthBridge Capital Management
Ohio
$231K -$2.63K -5 -1%
BBA
654
Baader Bank Aktiengesellschaft
Germany
$230K +$265K +504 New
RB
655
Renasant Bank
Mississippi
$230K +$4.2K +8 +2%
STA
656
Summit Trail Advisors
New York
$229K +$234K +446 New
AA
657
Ancora Advisors
Ohio
$228K – – –
PP
658
PDS Planning
Ohio
$228K +$7.88K +15 +3%
CPW
659
Crestmont Private Wealth
Texas
$226K -$49.9K -95 -18%
VFA
660
Values First Advisors
Tennessee
$222K +$228K +433 New
RSWM
661
Robertson Stephens Wealth Management
California
$220K +$225K +429 New
DWT
662
Dorsey & Whitney Trust
South Dakota
$218K +$223K +425 New
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$218K +$223K +424 New
ST
664
Smithfield Trust
Pennsylvania
$215K – – –
TAM
665
Tocqueville Asset Management
New York
$213K +$218K +415 New
DS
666
DRW Securities
Illinois
$210K -$104K -197 -32%
WI
667
WrapManager Inc
California
$210K +$215K +409 New
KCM
668
Kathmere Capital Management
Pennsylvania
$207K +$212K +403 New
BEC
669
Blue Edge Capital
Virginia
$205K +$210K +400 New
MFA
670
Mayflower Financial Advisors
Massachusetts
$205K +$210K +400 New
VSQM
671
V-Square Quantitative Management
Illinois
$205K +$210K +400 New
WPW
672
Waldron Private Wealth
Pennsylvania
$204K +$209K +398 New
SC
673
Scholtz & Company
Connecticut
$204K +$209K +398 New
WA
674
Wealth Alliance
New York
$202K -$89.9K -171 -30%
GFP
675
Gryphon Financial Partners
Ohio
$202K +$207K +394 New
25 26
27
28 29