We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Silvercrest Asset Management
New York
$1.72M -$436K -7,077 -22%
LWAM
52
Legacy Wealth Asset Management
Minnesota
$1.71M -$141K -2,284 -9%
S
53
SignatureFD
Georgia
$1.71M +$35.5K +576 +2%
Creative Planning
54
Creative Planning
Kansas
$1.7M +$418K +6,782 +38%
RIA
55
Recurrent Investment Advisors
Texas
$1.7M
VIA
56
Vident Investment Advisory
Georgia
$1.69M +$300K +4,873 +25%
CGH
57
Crossmark Global Holdings
Texas
$1.6M +$19.7K +320 +1%
QCG
58
Quadrant Capital Group
Ohio
$1.49M +$119K +1,931 +10%
Victory Capital Management
59
Victory Capital Management
Texas
$1.47M +$1.3M +21,128 New
CG
60
Caprock Group
Idaho
$1.41M -$16.9K -275 -1%
Vanguard Personalized Indexing Management
61
Vanguard Personalized Indexing Management
California
$1.28M +$120K +1,951 +12%
Barclays
62
Barclays
United Kingdom
$1.16M +$1.03M +16,700 New
Truist Financial
63
Truist Financial
North Carolina
$1.14M +$174K +2,825 +21%
LPL Financial
64
LPL Financial
California
$1.07M -$19.1K -310 -2%
US Bancorp
65
US Bancorp
Minnesota
$1.05M -$78K -1,265 -8%
JP Morgan Chase
66
JP Morgan Chase
New York
$999K -$170K -2,756 -16%
Cerity Partners
67
Cerity Partners
New York
$982K -$10.5K -170 -1%
GC
68
Guggenheim Capital
Illinois
$955K +$592K +9,601 +234%
TC
69
Towle & Co
Colorado
$954K -$105K -1,700 -11%
CIM
70
Confluence Investment Management
Missouri
$937K
SBH
71
Segall Bryant & Hamill
Illinois
$899K
HFS
72
Hantz Financial Services
Michigan
$895K +$12.9K +209 +2%
Mariner
73
Mariner
Kansas
$872K +$17.7K +287 +2%
Millennium Management
74
Millennium Management
New York
$861K +$57.4K +932 +8%
Boston Partners
75
Boston Partners
Massachusetts
$842K +$125K +2,035 +20%