We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Modera Wealth Management
New Jersey
$225K +$258K +420 New
M&T Bank
377
M&T Bank
New York
$224K -$15.4K -25 -6%
ECM
378
Evergreen Capital Management
Washington
$223K – – –
ER
379
Enlightenment Research
Florida
$214K +$246K +400 New
SWM
380
Scissortail Wealth Management
Oklahoma
$214K +$246K +400 New
EI
381
Ethic Inc
New York
$213K +$55.4K +90 +29%
CI
382
Cigna Investments
Connecticut
$212K -$126K -205 -34%
FTDI
383
First Trust Direct Indexing
Massachusetts
$207K -$24.6K -40 -9%
BWCS
384
Beirne Wealth Consulting Services
Connecticut
$207K – – –
AIA
385
Avalon Investment & Advisory
Texas
$204K – – –
Brown Advisory
386
Brown Advisory
Maryland
$204K +$234K +380 New
WWA
387
WC Walker & Associates
California
$203K – – –
Robeco Institutional Asset Management
388
Robeco Institutional Asset Management
Netherlands
$198K – – –
Russell Investments Group
389
Russell Investments Group
United Kingdom
$176K -$112K -182 -36%
SWM
390
Spire Wealth Management
Virginia
$171K +$144K +234 +275%
OC
391
Oakworth Capital
Alabama
$158K – – –
HFM
392
Harvest Fund Management
China
$155K +$33.8K +55 +23%
FPS
393
Fieldpoint Private Securities
Connecticut
$144K – – –
ST
394
Smithfield Trust
Pennsylvania
$142K – – –
TCWA
395
Ten Capital Wealth Advisors
Washington
$123K +$92.3K +150 +188%
JIR
396
James Investment Research
Ohio
$122K -$10.5K -17 -7%
SWM
397
Sugarloaf Wealth Management
Georgia
$120K +$18.5K +30 +16%
CFGS
398
Concourse Financial Group Securities
Alabama
$116K -$49.8K -81 -27%
UCB
399
United Community Bank
South Carolina
$115K +$132K +215 New
AIP
400
Ahrens Investment Partners
Louisiana
$113K +$129K +210 New