We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JC
826
Jacobs & Co
California
$16.3M -$1.3M -39,270 -9%
Miracle Mile Advisors
827
Miracle Mile Advisors
California
$16.3M -$330K -9,950 -3%
BWP
828
Balboa Wealth Partners
Arizona
$16.2M -$1.87M -56,200 -13%
Benjamin F. Edwards & Company
829
Benjamin F. Edwards & Company
Missouri
$16.2M -$1.24M -37,200 -9%
Belpointe Asset Management
830
Belpointe Asset Management
Nevada
$16.1M -$12.8M -385,220 -50%
AF
831
Alerus Financial
North Dakota
$16M -$1.25M -37,670 -9%
Wilbanks Smith & Thomas Asset Management
832
Wilbanks Smith & Thomas Asset Management
Virginia
$16M -$2.53M -76,200 -17%
MAS
833
Meeder Advisory Services
Ohio
$15.9M +$205K +6,180 +2%
FHA
834
Flagship Harbor Advisors
Massachusetts
$15.9M -$911K -27,450 -7%
Vestmark Advisory Solutions
835
Vestmark Advisory Solutions
Massachusetts
$15.7M -$145K -4,380 -1%
GCM
836
Genus Capital Management
British Columbia, Canada
$15.7M +$12.3M +370,150 New
AMI
837
Amica Mutual Insurance
Rhode Island
$15.6M -$2.68M -80,680 -18%
Ritholtz Wealth Management
838
Ritholtz Wealth Management
New York
$15.6M -$133K -4,010 -1%
CGL
839
Clarius Group LLC
Washington
$15.5M +$398K +11,980 +3%
EWM
840
Elite Wealth Management
Washington
$15.5M +$9.03M +271,890 +285%
Horizon Investments
841
Horizon Investments
North Carolina
$15.5M +$639K +19,240 +6%
Fulton Bank
842
Fulton Bank
Pennsylvania
$15.5M -$2.43M -73,200 -17%
CC
843
Codex Capital
New York
$15.5M -$1.29M -39,000 -10%
Valeo Financial Advisors
844
Valeo Financial Advisors
Indiana
$15.5M -$2.18M -65,660 -15%
Vident Investment Advisory
845
Vident Investment Advisory
Georgia
$15.5M -$390K -11,750 -3%
MCM
846
Mitchell Capital Management
Kansas
$15.5M -$1.69M -50,980 -12%
SC
847
Shellback Capital
Massachusetts
$15.4M +$12.1M +363,140 New
Perpetual Ltd
848
Perpetual Ltd
Australia
$15.2M +$4.35M +130,970 +57%
CTA
849
Chesley Taft & Associates
Illinois
$15.2M +$56.4K +1,700 +0.5%
GIA
850
Gladstone Institutional Advisory
Florida
$15.1M -$2.34M -70,400 -16%