We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$978K -$420K -21,891 -29%
LWAM
77
Legacy Wealth Asset Management
Minnesota
$959K -$399K -20,813 -28%
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$927K +$6.66K +347 +0.7%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$904K -$195K -10,172 -17%
NW
80
NewEdge Wealth
Pennsylvania
$904K +$1.67K +87 +0.2%
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$892K +$16.1K +838 +2%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$892K +$959K +49,982 New
Two Sigma Advisers
83
Two Sigma Advisers
New York
$881K +$272K +14,197 +40%
EARNEST Partners
84
EARNEST Partners
Georgia
$848K -$111K -5,796 -11%
SC
85
Syon Capital
California
$835K +$898K +46,818 New
TPCW
86
TD Private Client Wealth
New York
$829K +$17.9K +932 +2%
BOH
87
Bank of Hawaii
Hawaii
$825K +$1.19K +62 +0.1%
Cerity Partners
88
Cerity Partners
New York
$822K -$51.9K -2,703 -6%
BSAM
89
Blue Square Asset Management
New York
$814K -$228K -11,898 -21%
Kayne Anderson Rudnick Investment Management
90
Kayne Anderson Rudnick Investment Management
California
$795K +$23.3K +1,212 +3%
LPL Financial
91
LPL Financial
California
$777K +$159K +8,287 +23%
GF
92
Gabelli Funds
New York
$760K
Truist Financial
93
Truist Financial
North Carolina
$725K -$55.2K -2,875 -7%
SCM
94
SOL Capital Management
Maryland
$709K -$37.3K -1,946 -5%
SSG
95
Summit Securities Group
New York
$708K -$1.56M -81,575 -67%
Pzena Investment Management
96
Pzena Investment Management
New York
$702K -$64.4K -3,357 -8%
Citigroup
97
Citigroup
New York
$692K -$96.1K -5,011 -11%
AAM
98
Advisors Asset Management
Colorado
$688K -$220K -11,475 -23%
GT
99
Glenmede Trust
Pennsylvania
$679K +$255K +13,276 +54%
QCM
100
Quantinno Capital Management
New York
$672K +$67.3K +3,509 +10%