We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
776
Cohen & Steers
New York
$125K – – –
MG
777
Mather Group
Illinois
$124K +$118K +359 New
WTA
778
Washington Trust Advisors
Massachusetts
$121K – – –
CI
779
CX Institutional
Indiana
$121K +$35.4K +108 +45%
BC
780
Bayforest Capital
United Kingdom
$119K +$19.3K +59 +21%
GWM
781
Geneos Wealth Management
Colorado
$117K -$25.2K -77 -19%
SFCL
782
Strengthening Families & Communities LLC
Massachusetts
$109K +$103K +314 New
FDP
783
Financiere des Professionnels
Quebec, Canada
$104K – – –
WB
784
Webster Bank
Connecticut
$102K +$2.62K +8 +3%
S
785
SignatureFD
Georgia
$101K +$1.96K +6 +2%
DCBT
786
Dakota Community Bank & Trust
North Dakota
$100K +$94.6K +289 New
PCM
787
Penserra Capital Management
California
$97K +$982 +3 +1%
TC
788
Truvestments Capital
Florida
$97K +$13.7K +42 +18%
CSP
789
Cary Street Partners
Virginia
$93.9K +$1.96K +6 +2%
BCWM
790
Bartlett & Co Wealth Management
Ohio
$90.1K -$4.26K -13 -5%
ACM
791
Aster Capital Management
United Arab Emirates
$86.6K +$81.8K +250 New
PFBT
792
Parkside Financial Bank & Trust
Missouri
$85.2K +$12.4K +38 +18%
CAL
793
Capital Advisors Ltd
Ohio
$83K – – –
TIM
794
Tortoise Investment Management
New York
$81.8K +$655 +2 +0.9%
QWM
795
Quaker Wealth Management
New Jersey
$81.1K -$5.57K -17 -7%
LSA
796
Leonteq Securities AG
Switzerland
$79.7K – – –
FRA
797
Front Row Advisors
California
$77.6K – – –
AF
798
Advisornet Financial
Minnesota
$74.5K -$12.1K -37 -15%
AG
799
AmeriFlex Group
Nevada
$70.7K +$63.8K +195 +2,167%
JGIA
800
Jackson Grant Investment Advisers
Connecticut
$69.3K – – –