We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
551
Cerity Partners
New York
$507K +$238K +3,537 +93%
MFW
552
Meristem Family Wealth
Minnesota
$507K +$249K +3,691 +100%
MAFM
553
Mid Atlantic Financial Management
Pennsylvania
$503K +$35.3K +523 +8%
IC
554
InterOcean Capital
Illinois
$500K – – –
LFAS
555
Level Four Advisory Services
Texas
$496K -$1.35K -20 -0.3%
CCP
556
Corient Capital Partners
California
$493K +$80.6K +1,196 +20%
TC
557
Truvestments Capital
Florida
$491K +$430K +6,382 +851%
HSA
558
HBK Sorce Advisory
Pennsylvania
$489K -$11.1K -165 -2%
NSIM
559
North Star Investment Management
Illinois
$486K -$47.2K -700 -9%
MSAM
560
Moloney Securities Asset Management
Missouri
$485K -$42.3K -628 -8%
TCOV
561
Trust Company of Vermont
Vermont
$485K +$1.42K +21 +0.3%
FFSOTS
562
Fiduciary Financial Services of The Southwest
Texas
$485K +$17.5K +260 +4%
WAAG
563
Wealth Alliance Advisory Group
Kansas
$482K – – –
QCIG
564
Quad-Cities Investment Group
Iowa
$475K -$10.2K -152 -2%
VIA
565
Vident Investment Advisory
Georgia
$471K -$8.22K -122 -2%
CCIA
566
Campbell & Co Investment Adviser
Maryland
$470K -$14.8K -220 -3%
AIM
567
Achmea Investment Management
Netherlands
$469K -$314K -4,660 -41%
OCM
568
Orser Capital Management
Texas
$463K -$79.7K -1,182 -18%
CWM
569
Cornerstone Wealth Management
Missouri
$463K +$455K +6,751 New
VWM
570
Venturi Wealth Management
Texas
$461K -$396K -5,877 -47%
PGH
571
Partners Group Holding
Switzerland
$461K – – –
CB
572
Chemical Bank
Michigan
$458K +$4.72K +70 +1%
EWA
573
Exencial Wealth Advisors
Oklahoma
$456K – – –
P
574
Pitcairn
Pennsylvania
$455K -$809 -12 -0.2%
IAA
575
Independent Advisor Alliance
North Carolina
$453K -$26.2K -388 -6%