We are live on ! Find out more
RBC icon

RBC Bearings

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
426
Personal CFO Solutions
New Jersey
$518K +$19.6K +33 +4%
IFWM
427
Institute for Wealth Management
Colorado
$504K
LAM
428
Lifestyle Asset Management
Texas
$504K +$31.6K +53 +7%
WWM
429
Whalen Wealth Management
Nevada
$502K +$464K +779 New
MA
430
Mutual Advisors
Nebraska
$500K -$5.95K -10 -1%
SLI
431
Sumitomo Life Insurance
Japan
$486K +$449K +754 New
RWM
432
Ritholtz Wealth Management
New York
$484K +$93.5K +157 +26%
AWM
433
Accurate Wealth Management
Florida
$479K +$49.4K +83 +11%
NAM
434
NorthCrest Asset Manangement
Minnesota
$478K +$127K +214 +36%
MYAM
435
Meiji Yasuda Asset Management
Japan
$470K
WAM
436
Weatherly Asset Management
California
$466K
PA
437
Profund Advisors
Maryland
$462K -$43.5K -73 -9%
PS
438
Principal Securities
Iowa
$461K +$29.8K +50 +8%
LI
439
LifeWealth Investments
Florida
$459K +$1.19K +2 +0.3%
P
440
Palladiem
Pennsylvania
$458K
RCM
441
Raleigh Capital Management
North Carolina
$454K +$22K +37 +6%
BAMG
442
Brand Asset Management Group
Missouri
$453K -$2.98K -5 -0.7%
SCA
443
Snowden Capital Advisors
New York
$450K +$26.8K +45 +7%
SAM
444
Smartleaf Asset Management
Massachusetts
$448K
Janney Montgomery Scott
445
Janney Montgomery Scott
Pennsylvania
$446K +$118K +198 +40%
SO
446
STRS Ohio
Ohio
$442K -$32.1K -54 -7%
D.E. Shaw & Co
447
D.E. Shaw & Co
New York
$438K
CL
448
Choreo LLC
Illinois
$437K -$116K -195 -22%
KWM
449
Kingsview Wealth Management
Oregon
$437K +$404K +678 New
CIA
450
Caerus Investment Advisors
Texas
$436K +$73.8K +124 +22%