We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
126
Private Capital Group
Connecticut
$229K +$45.3K +1,866 +21%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$227K +$3.11K +128 +1%
MWM
128
Mission Wealth Management
California
$222K -$3.45K -142 -1%
TAM
129
Trillium Asset Management
Massachusetts
$219K
BP
130
Ballentine Partners
Massachusetts
$212K +$240K +9,887 New
PWPS
131
Pinnacle Wealth Planning Services
Ohio
$206K +$235K +9,669 New
MG
132
Mather Group
Illinois
$205K -$15K -616 -6%
AC
133
Addenda Capital
Quebec, Canada
$203K
New York State Common Retirement Fund
134
New York State Common Retirement Fund
New York
$197K +$223K +9,192 New
FC
135
FORA Capital
Florida
$188K +$142K +5,860 +199%
HIA
136
Harbor Investment Advisory
Maryland
$187K +$212K +8,730 +109,125%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$177K -$22.5K -929 -10%
AssetMark Inc
138
AssetMark Inc
California
$141K +$27.5K +1,132 +21%
WT
139
Whittier Trust
California
$138K +$71.5K +2,946 +84%
QCMC
140
Quantum Capital Management (California)
California
$134K -$2.06K -85 -1%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$124K +$77.8K +3,207 +123%
LC
142
Lindbrook Capital
California
$101K -$63.8K -2,629 -36%
CFGS
143
Concourse Financial Group Securities
Alabama
$85K -$29.5K -1,216 -24%
CAW
144
Cornerstone Advisors (Washington)
Washington
$80K +$10.5K +433 +13%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$77K +$6.09K +251 +7%
SIAS
146
Shine Investment Advisory Services
Colorado
$75K
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$72K -$1.92K -79 -2%
HNB
148
Huntington National Bank
Ohio
$61K
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$57K +$32.5K +1,340 +103%
ASN
150
Advisory Services Network
Georgia
$51K -$16.4K -674 -22%