We are live on ! Find out more
NOW icon

ServiceNow

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
676
Mid Atlantic Financial Management
Pennsylvania
$241K +$225K +4,265 New
CFA
677
Cahill Financial Advisors
Minnesota
$239K
OIA
678
OneDigital Investment Advisors
Kansas
$238K -$45.6K -865 -17%
FI
679
FormulaFolio Investments
Michigan
$238K +$7.9K +150 +4%
Luther King Capital Management (LKCM)
680
Luther King Capital Management (LKCM)
Texas
$237K -$5.27K -100 -2%
TI
681
Tidal Investments
Wisconsin
$237K +$221K +4,200 New
Rockefeller Capital Management
682
Rockefeller Capital Management
New York
$233K +$3.95K +75 +2%
GT
683
Greenleaf Trust
Michigan
$232K +$217K +4,115 New
SMFS
684
Squar Milner Financial Services
California
$231K -$302K -5,735 -58%
SIM
685
SSI Investment Management
California
$230K -$790 -15 -0.4%
LFAS
686
Level Four Advisory Services
Texas
$230K +$214K +4,070 New
HFP
687
Holistic Financial Partners
Indiana
$226K
AG
688
AlphaSimPlex Group
Massachusetts
$226K +$211K +4,005 New
LOAMS
689
Lombard Odier Asset Management (Switzerland)
Switzerland
$226K +$211K +4,005 New
IAA
690
Independent Advisor Alliance
North Carolina
$225K +$210K +3,990 New
AAP
691
Aristotle Atlantic Partners
Florida
$220K -$2.37K -45 -1%
MIC
692
Means Investment Company
Maine
$218K +$184K +3,485 New
GVAG
693
Great Valley Advisor Group
Delaware
$217K -$61.1K -1,160 -23%
9WM
694
9258 Wealth Management
Ohio
$217K +$202K +3,835 New
CA
695
Commerzbank Aktiengesellschaft
Germany
$217K +$202K +3,840 New
CI
696
Conning Inc
Connecticut
$215K +$200K +3,800 New
FPA
697
First Pacific Advisors
California
$212K -$48.7K -925 -20%
DWA
698
Douglass Winthrop Advisors
New York
$212K +$198K +3,750 New
PAS
699
Park Avenue Securities
New York
$212K +$198K +3,750 New
CG
700
Caprock Group
Idaho
$211K +$197K +3,745 New