We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$450K +$18.2K +1,350 +4%
GC
202
Guidance Capital
Kentucky
$445K +$26.6K +1,968 +6%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$441K – – –
BFG
204
Bleakley Financial Group
New Jersey
$436K +$2.85K +211 +0.7%
HPG
205
Harvest Portfolios Group
Ontario, Canada
$428K +$156K +11,526 +56%
BRWA
206
B. Riley Wealth Advisors
Florida
$408K -$639K -47,328 -61%
TI
207
Tidal Investments
Wisconsin
$395K -$1.01M -74,489 -72%
MOACM
208
Mutual of America Capital Management
New York
$366K +$10.3K +767 +3%
AAP
209
Arax Advisory Partners
Colorado
$363K +$366K +27,102 New
X
210
Xponance
Pennsylvania
$360K +$20.1K +1,492 +6%
Vanguard Personalized Indexing Management
211
Vanguard Personalized Indexing Management
California
$354K +$61.4K +4,551 +21%
Lazard Asset Management
212
Lazard Asset Management
New York
$333K -$1.91M -141,780 -85%
CAG
213
Crestwood Advisors Group
Massachusetts
$329K +$8.78K +651 +3%
EGM
214
Engineers Gate Manager
New York
$328K +$331K +24,520 New
RCG
215
Ridge Creek Global
Ohio
$325K -$14.8K -1,100 -4%
Stifel Financial
216
Stifel Financial
Missouri
$321K +$24.2K +1,793 +8%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$319K – – –
GAM
218
Gotham Asset Management
New York
$318K +$320K +23,735 New
Mariner
219
Mariner
Kansas
$313K +$64K +4,745 +25%
IWC
220
Integrated Wealth Concepts
Massachusetts
$310K -$43.8K -3,246 -12%
US Bancorp
221
US Bancorp
Minnesota
$305K -$22.8K -1,693 -7%
Focus Partners Wealth
222
Focus Partners Wealth
Massachusetts
$298K -$13.8K -1,023 -4%
PWM
223
Perigon Wealth Management
California
$298K +$301K +22,293 New
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$295K -$298K -22,100 -50%
GCP
225
GSA Capital Partners
United Kingdom
$293K -$1.36M -100,649 -82%