We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Outlook Wealth Advisors
Texas
$345K -$593 -16 -0.2%
HIS
227
Harvest Investment Services
Illinois
$336K +$315K +8,510 New
Ensign Peak Advisors
228
Ensign Peak Advisors
Utah
$322K – – –
CL
229
Choreo LLC
Illinois
$321K +$11.4K +308 +4%
Vanguard Personalized Indexing Management
230
Vanguard Personalized Indexing Management
California
$321K +$73K +1,969 +32%
SPIO
231
Seven Post Investment Office
California
$316K – – –
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
$316K +$296K +8,000 New
BF
233
BOK Financial
Oklahoma
$313K -$30.6K -826 -9%
PAG
234
Private Advisor Group
New Jersey
$307K -$280K -7,564 -49%
VU
235
Vanderbilt University
Tennessee
$307K – – –
CAM
236
Cresset Asset Management
Illinois
$304K -$1.7K -46 -0.6%
VRS
237
Virginia Retirement Systems
Virginia
$300K +$282K +7,600 New
Truist Financial
238
Truist Financial
North Carolina
$293K +$6.22K +168 +2%
AHL
239
Abel Hall LLC
Louisiana
$286K +$3.56K +96 +1%
Ninety One (UK)
240
Ninety One (UK)
United Kingdom
$284K – – –
S
241
Storgate
Texas
$280K +$263K +7,094 New
RG
242
Renaissance Group
Kentucky
$261K – – –
BP
243
Ballentine Partners
Massachusetts
$254K +$238K +6,428 New
CBU
244
CIBC Bancorp USA
Illinois
$254K +$238K +6,423 New
FFWM
245
Future Financial Wealth Management
Ohio
$253K +$704 +19 +0.3%
MFGM
246
Marshall Financial Group (Maryland)
Maryland
$252K -$798K -21,524 -77%
LSIA
247
LaSalle St. Investment Advisors
Illinois
$251K +$963 +26 +0.4%
JF
248
Jump Financial
Illinois
$249K +$234K +6,309 New
HWM
249
Hohimer Wealth Management
Washington
$248K +$926 +25 +0.4%
SC
250
Savant Capital
Illinois
$247K +$249K +6,708 New