We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
676
KRS Capital Management
Michigan
$283K +$21.2K +357 +7%
EFI
677
EHP Funds Inc
Canada
$282K -$35.7K -600 -10%
CI
678
Cigna Investments
Connecticut
$282K -$14.2K -238 -4%
IP
679
Investment Partners
Ohio
$280K +$325K +5,472 New
CGL
680
Clarius Group LLC
Washington
$279K +$64.5K +1,084 +25%
Simplicity Solutions
681
Simplicity Solutions
Minnesota
$276K +$16.5K +277 +5%
TPWM
682
Twelve Points Wealth Management
Massachusetts
$274K +$318K +5,353 New
Squarepoint
683
Squarepoint
New York
$272K +$316K +5,312 New
Epoch Investment Partners
684
Epoch Investment Partners
New York
$269K -$206K -3,470 -40%
PMG
685
ProVise Management Group
Florida
$268K +$7.37K +124 +2%
SRC
686
Stone Run Capital
New York
$267K – – –
VWA
687
Visionary Wealth Advisors
Illinois
$267K +$6.3K +106 +2%
Alpha Cubed Investments
688
Alpha Cubed Investments
California
$267K +$310K +5,220 New
Mather Group
689
Mather Group
Illinois
$266K -$16.9K -285 -5%
Wedmont Private Capital
690
Wedmont Private Capital
Pennsylvania
$266K +$13.4K +226 +5%
MCM
691
Marathon Capital Management
Maryland
$261K – – –
SWM
692
Scissortail Wealth Management
Oklahoma
$259K +$97K +1,631 +59%
Lido Advisors
693
Lido Advisors
California
$259K +$302K +5,074 New
One Capital Management
694
One Capital Management
California
$256K -$7.14K -120 -2%
ARG
695
Advisory Resource Group
Oklahoma
$256K +$27.8K +467 +10%
Jones Financial Companies
696
Jones Financial Companies
Missouri
$253K -$253K -4,259 -46%
SGCA
697
Steel Grove Capital Advisors
Tennessee
$253K -$44.6K -750 -13%
Itau Unibanco Holding S.A.
698
Itau Unibanco Holding S.A.
Brazil
$250K +$164K +2,754 +130%
Federated Hermes
699
Federated Hermes
Pennsylvania
$249K -$54.8K -921 -16%
P
700
Pitcairn
Pennsylvania
$249K +$1.01K +17 +0.4%