We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
401
J.W. Cole Advisors
Florida
$593K +$937 +15 +0.2%
QIM
402
Quantitative Investment Management
Virginia
$578K +$584K +9,341 New
FANJ
403
Financial Architects (New Jersey)
New Jersey
$576K -$1.81K -29 -0.3%
AP
404
Advisor Partners
California
$576K -$750 -12 -0.1%
RJT
405
Raymond James Trust
Florida
$553K -$63.2K -1,011 -10%
Bessemer Group
406
Bessemer Group
New Jersey
$552K +$71K +1,136 +15%
GT
407
Greenleaf Trust
Michigan
$551K +$85.3K +1,365 +18%
OPPTF
408
OPSEU Pension Plan Trust Fund
Ontario, Canada
$546K +$29.4K +471 +6%
YIH
409
Y-Intercept (HK)
Hong Kong
$546K +$114K +1,832 +26%
PCM
410
Prelude Capital Management
New York
$541K -$433K -6,931 -44%
OQS
411
Occudo Quantitative Strategies
Florida
$538K +$542K +8,679 New
SWM
412
Soundmark Wealth Management
Washington
$523K +$812 +13 +0.2%
FC
413
Fulcrum Capital
Washington
$521K -$32.4K -518 -6%
ClearBridge Investments
414
ClearBridge Investments
New York
$520K -$131K -2,097 -20%
PI
415
Putnam Investments
Massachusetts
$514K -$1.75M -28,023 -77%
EWM
416
Evercore Wealth Management
New York
$514K +$519K +8,304 New
FIM
417
Fruth Investment Management
Texas
$511K – – –
WANY
418
Wealthspire Advisors (New York)
New York
$510K +$38.1K +609 +8%
CA
419
Capitolis Advisors
New York
$506K -$1.38M -22,088 -73%
CA
420
Cetera Advisors
Colorado
$503K +$23K +368 +5%
LWM
421
Loveless Wealth Management
Montana
$503K +$29.3K +469 +6%
BAM
422
Bellevue Asset Management
Washington
$499K -$10.7K -171 -2%
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$498K -$164K -2,622 -25%
JG
424
Jefferies Group
New York
$495K +$499K +7,986 New
CICI
425
Capital Investment Counsel Inc
North Carolina
$488K -$18.7K -300 -4%