We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
326
First Hawaiian Bank
Hawaii
$1.15M -$18.7K -93 -2%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$1.13M +$11.5K +57 +1%
EWM
328
Evercore Wealth Management
New York
$1.12M +$349K +1,733 +47%
DBG
329
De Burlo Group
Massachusetts
$1.11M
UIM
330
USS Investment Management
United Kingdom
$1.09M
BEI
331
Benjamin Edwards Inc
Missouri
$1.08M -$20.5K -102 -2%
COI
332
Connable Office Inc
Michigan
$1.07M
V
333
Veritable
Delaware
$1.07M +$207K +1,028 +25%
MGIM
334
M&G Investment Management
United Kingdom
$1.05M +$1.02M +5,079 New
KAS
335
Kestra Advisory Services
Texas
$1.04M -$115K -569 -10%
BFO
336
Boston Family Office
Massachusetts
$975K
PP
337
Pegasus Partners
Wisconsin
$965K -$216K -1,074 -19%
DC
338
Derby & Company
Massachusetts
$954K
LWAM
339
Legacy Wealth Asset Management
Minnesota
$950K -$35.8K -178 -4%
PCS
340
Personal CFO Solutions
New Jersey
$935K -$47.5K -236 -5%
AF
341
Advisornet Financial
Minnesota
$931K +$26K +129 +3%
TA
342
Teton Advisors
New York
$906K +$884K +4,392 New
FIM
343
Freedom Investment Management
Connecticut
$900K +$272K +1,349 +45%
PFO
344
Pathstone Family Office
New Jersey
$899K +$877K +4,358 New
KeyBank National Association
345
KeyBank National Association
Ohio
$898K -$5.84K -29 -0.7%
S
346
SignatureFD
Georgia
$891K +$31.6K +157 +4%
Creative Planning
347
Creative Planning
Kansas
$883K +$45.7K +227 +6%
ZB
348
Zions Bancorporation
Utah
$883K +$395K +1,963 +85%
CB
349
Commerce Bank
Missouri
$870K +$73.5K +365 +9%
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$865K +$108K +535 +15%