We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
576
Moody Lynn & Lieberson
Massachusetts
$35.1M +$237K +7,130 +0.9%
DI
577
DFPG Investments
Utah
$35M -$3.04M -91,430 -11%
LWM
578
Lyell Wealth Management
California
$34.8M -$699K -21,060 -2%
PWP
579
Private Wealth Partners
California
$34.7M -$1.64M -49,370 -6%
TAM
580
Thematics Asset Management
France
$34.7M +$7.36M +221,540 +37%
MIFH
581
Migdal Insurance & Financial Holdings
Israel
$34.3M +$16.4M +495,090 +155%
B
582
Bailard
California
$34.3M -$1.29M -38,810 -5%
CAMG
583
CWA Asset Management Group
Florida
$34M +$72K +2,170 +0.3%
ACA
584
Aptus Capital Advisors
Alabama
$34M -$3.07M -92,350 -10%
EAM
585
Eagle Asset Management
Florida
$33.9M +$5.44M +163,840 +26%
ACM
586
Atika Capital Management
New York
$33.8M
SIC
587
Schwartz Investment Counsel
Michigan
$33.8M
SC
588
Slow Capital
California
$33.7M -$1.05M -31,530 -4%
ACIM
589
Azimuth Capital Investment Management
Michigan
$33.5M +$1.61M +48,350 +6%
BCI
590
Brinker Capital Investments
Pennsylvania
$33.4M +$8.72M +262,590 +50%
OPS
591
Orion Portfolio Solutions
Nebraska
$33.4M +$8.72M +262,590 +50%
SW
592
SteelPeak Wealth
California
$33.4M -$8.33M -250,870 -24%
BFC
593
Blue Fin Capital
Rhode Island
$33.3M -$452K -13,610 -2%
SWM
594
Spire Wealth Management
Virginia
$33.2M -$294K -8,850 -1%
MCM
595
Maple Capital Management
Vermont
$33.1M -$5M -150,540 -16%
DCM
596
Discovery Capital Management
Connecticut
$33M +$20.2M +609,280 +355%
TCM
597
Trybe Capital Management
Connecticut
$33M
NMIMC
598
Northwestern Mutual Investment Management Company
Wisconsin
$33M +$227K +6,830 +0.9%
SSA
599
South Street Advisors
New York
$33M -$6.66M -200,700 -20%
SCM
600
Suvretta Capital Management
New York
$32.8M +$25.7M +774,920 New