We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NP
451
Ninepoint Partners
Ontario, Canada
$995K +$681K +10,107 +232%
SWM
452
Stockman Wealth Management
Montana
$994K – – –
AP
453
Advisor Partners
California
$994K +$185K +2,750 +24%
NNP
454
Nachman Norwood & Parrott
South Carolina
$984K – – –
SMH
455
Sanders Morris Harris
Texas
$977K – – –
SACTSONJ
456
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$963K – – –
FIM
457
Frontier Investment Management
Texas
$955K +$167K +2,483 +22%
LIM
458
Leavell Investment Management
Alabama
$922K – – –
MWC
459
MBM Wealth Consultants
Missouri
$905K -$98.5K -1,461 -10%
IAMOG
460
Investors Asset Management of Georgia
Georgia
$904K +$10.8K +160 +1%
SAM
461
Symphony Asset Management
California
$904K +$298K +4,422 +51%
HJGA
462
Hardman Johnston Global Advisors
Connecticut
$898K – – –
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$895K – – –
BOH
464
Bank of Hawaii
Hawaii
$877K -$27.7K -411 -3%
EIA
465
Edgemoor Investment Advisors
Maryland
$876K -$51.2K -760 -6%
AI
466
Atria Investments
North Carolina
$875K +$25.7K +382 +3%
BSW
467
Buckingham Strategic Wealth
Missouri
$874K +$173K +2,566 +25%
CM
468
Caption Management
Oklahoma
$870K – – –
BAS
469
Brown Advisory Securities
Maryland
$866K +$93.4K +1,385 +12%
AAS
470
Avantax Advisory Services
Texas
$852K -$15.7K -233 -2%
CQS
471
Credential Qtrade Securities
$849K +$9.5K +141 +1%
SLF
472
Sun Life Financial
Ontario, Canada
$831K -$908K -13,474 -53%
TCOO
473
Trust Company of Oklahoma
Oklahoma
$818K +$53.9K +800 +7%
WB
474
WesBanco Bank
West Virginia
$816K +$13.5K +200 +2%
CAM
475
Cresset Asset Management
Illinois
$816K +$552K +8,194 +224%