We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
201
Mirabella Financial Services
United Kingdom
$586K +$589K +28,070 New
KAS
202
Kestra Advisory Services
Texas
$586K -$34.7K -1,653 -6%
TA
203
Tectonic Advisors
Texas
$582K
PFM
204
Privium Fund Management
Netherlands
$548K -$72.7K -3,462 -12%
KI
205
Kula Investments
Illinois
$545K +$547K +26,071 New
CAM
206
Close Asset Management
United Kingdom
$533K
AF
207
Ally Financial
Michigan
$522K
CG
208
Carmignac Gestion
France
$522K
VI
209
Versor Investments
New York
$520K +$523K +24,900 New
FHB
210
First Hawaiian Bank
Hawaii
$517K -$81.8K -3,898 -14%
EP
211
Edgestream Partners
New Jersey
$516K +$518K +24,680 New
VF
212
Virtu Financial
New York
$490K +$492K +23,440 New
CC
213
Cipher Capital
New York
$458K -$168K -8,010 -27%
MML Investors Services
214
MML Investors Services
Massachusetts
$450K +$52.4K +2,495 +13%
CW
215
CreativeOne Wealth
Kansas
$445K +$94.6K +4,507 +27%
FMWA
216
Forvis Mazars Wealth Advisors
Missouri
$442K -$4.39K -209 -1%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$434K +$436K +20,755 New
ACM
218
Acrisure Capital Management
Texas
$420K +$422K +20,125 New
SCM
219
Shelton Capital Management
Colorado
$420K -$12.4K -593 -3%
LIP
220
Lighthouse Investment Partners
Florida
$413K +$414K +19,751 New
Creative Planning
221
Creative Planning
Kansas
$403K +$115K +5,501 +40%
ESCM
222
Echo Street Capital Management
New York
$397K +$43.5K +2,075 +12%
PRC
223
Pearl River Capital
Michigan
$393K -$386K -18,412 -49%
CB
224
Commerce Bank
Missouri
$389K +$6.19K +295 +2%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$380K -$15.3K -728 -4%