We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
B
651
Bailard
California
$1.63M -$104K -308 -6%
CCM
652
Covington Capital Management
California
$1.61M +$146K +434 +10%
RSWM
653
Robertson Stephens Wealth Management
California
$1.58M -$29.3K -87 -2%
VIA
654
Vident Investment Advisory
Georgia
$1.58M +$1.04M +3,097 +182%
ET
655
Equitable Trust
Tennessee
$1.58M -$106K -314 -6%
EI
656
Ethic Inc
New York
$1.58M +$157K +464 +11%
BFS
657
Bradley Foster & Sargent
Connecticut
$1.57M +$405K +1,200 +33%
RWA
658
River Wealth Advisors
Pennsylvania
$1.56M -$24.3K -72 -1%
SWM
659
Segment Wealth Management
Texas
$1.56M +$12.1K +36 +0.8%
CA
660
Clearstead Advisors
Ohio
$1.55M
WCM
661
Whitener Capital Management
North Carolina
$1.54M
RI
662
Redwood Investments
Massachusetts
$1.52M -$31K -92 -2%
CCP
663
Corient Capital Partners
California
$1.52M -$10.8K -32 -0.7%
MRCM
664
M&R Capital Management
New Jersey
$1.51M -$135K -400 -8%
GCGDR
665
Geo Capital Gestora de Recursos
Brazil
$1.51M +$969K +2,874 +167%
CAM
666
Cypress Asset Management
Texas
$1.49M +$50.6K +150 +3%
TPA
667
Trivium Point Advisory
Connecticut
$1.47M +$164K +485 +12%
OQS
668
Occudo Quantitative Strategies
Florida
$1.45M +$1.49M +4,423 New
FQ
669
First Quadrant
California
$1.45M
LT
670
Lindsell Train
United Kingdom
$1.45M
LPARFS
671
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.45M +$1.48M +4,400 New
WR
672
WD Rutherford
Oregon
$1.44M +$1.47M +4,370 New
ASBI
673
American State Bank (Iowa)
Iowa
$1.43M +$1.47M +4,359 New
NPA
674
Nichols & Pratt Advisers
Massachusetts
$1.43M
ACA
675
Atlas Capital Advisors
Wyoming
$1.43M -$53K -157 -3%