We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cidel Asset Management
Ontario, Canada
$751K -$28.2K -907 -4%
AWA
102
Amplius Wealth Advisors
Pennsylvania
$733K +$700K +22,508 New
KAS
103
Kestra Advisory Services
Texas
$655K -$207K -6,657 -25%
MWM
104
Mission Wealth Management
California
$595K +$84.1K +2,701 +17%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$592K +$187K +6,020 +50%
Janus Henderson Group
106
Janus Henderson Group
$567K +$95.3K +3,064 +21%
UBS Group
107
UBS Group
Switzerland
$557K +$40.1K +1,289 +8%
FIM
108
Freedom Investment Management
Connecticut
$548K +$11.5K +370 +2%
Fiera Capital (Canada)
109
Fiera Capital (Canada)
Quebec, Canada
$545K +$520K +16,721 New
BP
110
Ballentine Partners
Massachusetts
$535K
FF
111
FourThought Financial
Florida
$531K -$10K -322 -2%
RJT
112
Raymond James Trust
Florida
$510K -$143K -4,595 -23%
Pacer Advisors
113
Pacer Advisors
Pennsylvania
$498K -$25.8K -830 -5%
GI
114
Gradient Investments
Minnesota
$485K -$53.3K -1,713 -10%
RWM
115
Ritholtz Wealth Management
New York
$464K +$222K +7,139 +101%
BF
116
BOK Financial
Oklahoma
$442K +$83.1K +2,670 +25%
S
117
SignatureFD
Georgia
$441K +$19.4K +625 +5%
GT
118
Greenleaf Trust
Michigan
$435K +$2.02K +65 +0.5%
ANTB
119
AMG National Trust Bank
Colorado
$419K -$89.7K -2,882 -18%
SSA
120
Schonfeld Strategic Advisors
New York
$418K +$398K +12,800 New
Mariner
121
Mariner
Kansas
$416K +$397K +12,756 New
CCA
122
Checchi Capital Advisers
California
$414K +$8.28K +266 +2%
B
123
Bailard
California
$407K +$8.31K +267 +2%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$404K +$14.4K +464 +4%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$386K -$54.1K -1,739 -13%