We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
126
RWA Wealth Partners
Massachusetts
$10.2M +$411K +1,463 +4%
FGI
127
Foresight Global Investors
New York
$10.1M -$2.36M -8,402 -18%
CG
128
Carmignac Gestion
France
$10M +$10.5M +37,500 New
CIBC Asset Management
129
CIBC Asset Management
Ontario, Canada
$9.91M -$934K -3,320 -8%
GIM
130
Glenmede Investment Management
Pennsylvania
$9.76M -$1.6M -5,703 -14%
AQR Capital Management
131
AQR Capital Management
Connecticut
$9.66M +$875K +3,112 +9%
SBH
132
Segall Bryant & Hamill
Illinois
$9.65M -$14.1M -50,113 -58%
FBB
133
Fulton Breakefield Broenniman
Maryland
$9.48M +$9.98M +35,478 New
CIBC World Market
134
CIBC World Market
Ontario, Canada
$9.48M +$4.3M +15,298 +76%
OCM
135
One Capital Management
California
$9.47M +$244K +869 +3%
BCI
136
Brinker Capital Investments
Pennsylvania
$9.37M -$1.66M -5,895 -14%
William Blair & Company
137
William Blair & Company
Illinois
$9.19M +$9.67M +34,403 New
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$8.75M -$5.22M -18,566 -36%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$8.71M +$1.63M +5,810 +22%
QCG
140
Quadrant Capital Group
Ohio
$8.69M -$663K -2,357 -7%
SA
141
Sanctuary Advisors
Indiana
$8.49M -$584K -2,076 -6%
Loomis, Sayles & Company
142
Loomis, Sayles & Company
Massachusetts
$8.42M +$8.86M +31,506 New
NGA
143
Naples Global Advisors
Florida
$8.36M +$562 +2 +0%
P
144
&Partners
Tennessee
$8.24M +$483K +1,716 +6%
AI
145
Atria Investments
North Carolina
$8.1M +$265K +941 +3%
CK
146
Cohen Klingenstein
New York
$8.06M
AFWM
147
AMJ Financial Wealth Management
Virginia
$7.98M -$2.44M -8,673 -23%
Federated Hermes
148
Federated Hermes
Pennsylvania
$7.77M -$3.37M -11,984 -29%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$7.74M +$364K +1,296 +5%
SG Americas Securities
150
SG Americas Securities
New York
$7.74M +$8.15M +28,967 New