We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
301
Vanguard Personalized Indexing Management
California
$514K +$149K +229 +43%
MAFM
302
Mid Atlantic Financial Management
Pennsylvania
$511K +$489K +753 New
Cerity Partners
303
Cerity Partners
New York
$505K -$455K -700 -48%
CC
304
Cipher Capital
New York
$503K +$481K +741 New
CCG
305
Capital CS Group
California
$502K +$480K +739 New
Mitsubishi UFJ Trust & Banking
306
Mitsubishi UFJ Trust & Banking
Japan
$500K +$39K +60 +9%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$498K +$108K +166 +29%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$491K – – –
Commonwealth Equity Services
309
Commonwealth Equity Services
Massachusetts
$486K +$108K +167 +30%
SC
310
Solstein Capital
California
$481K +$29.2K +45 +7%
PCA
311
Private Capital Advisors
Connecticut
$475K +$455K +700 New
APA
312
American Portfolios Advisors
New York
$462K +$16.9K +26 +4%
YIH
313
Y-Intercept (HK)
Hong Kong
$462K -$1.97M -3,035 -82%
SWP
314
Stratos Wealth Partners
Ohio
$452K +$16.2K +25 +4%
SCM
315
Silvant Capital Management
Georgia
$448K – – –
FLII
316
First Long Island Investors
New York
$446K – – –
ASN
317
Advisory Services Network
Georgia
$440K +$110K +169 +35%
CW
318
CreativeOne Wealth
Kansas
$439K +$420K +646 New
Lido Advisors
319
Lido Advisors
California
$435K -$142K -219 -25%
VI
320
Versor Investments
New York
$427K +$408K +629 New
RCM
321
Radnor Capital Management
Pennsylvania
$421K -$630K -970 -61%
HCM
322
HMS Capital Management
Tennessee
$420K +$402K +619 New
BAM
323
Bruderman Asset Management
New York
$419K +$38.3K +59 +11%
SPIA
324
Steward Partners Investment Advisory
New York
$418K -$1.82M -2,810 -82%
AI
325
Accredited Investors
Minnesota
$411K – – –