We are live on ! Find out more
STT icon

State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
476
CX Institutional
Indiana
$620K +$129K +1,758 +28%
HAIM
477
Hunter Associates Investment Management
Pennsylvania
$620K – – –
WPC
478
Wedmont Private Capital
Pennsylvania
$617K +$275K +3,734 +95%
RIL
479
Rothschild Investment LLC
Illinois
$611K +$368 +5 +0.1%
BFG
480
Beacon Financial Group
Texas
$599K +$7.07K +96 +1%
BIAS
481
Beacon Investment Advisory Services
New Jersey
$591K -$184K -2,500 -25%
CRC
482
Curi RMB Capital
Illinois
$590K – – –
SF
483
Synovus Financial
Georgia
$588K -$10.2K -138 -2%
IC
484
IEQ Capital
California
$585K -$44.3K -602 -7%
ML
485
McAdam LLC
Pennsylvania
$583K -$3.98K -54 -0.9%
IA
486
IFG Advisory
Georgia
$583K +$5.08K +69 +0.9%
BFG
487
Bleakley Financial Group
New Jersey
$582K +$553K +7,508 New
CS
488
Cannell & Spears
New York
$582K – – –
KIA
489
KCM Investment Advisors
California
$564K -$188K -2,550 -26%
SIA
490
Schechter Investment Advisors
Michigan
$559K -$23.6K -320 -4%
EWM
491
Endurance Wealth Management
Rhode Island
$548K – – –
BWA
492
BDO Wealth Advisors
Florida
$546K +$13.9K +189 +3%
CAM
493
Cozad Asset Management
Illinois
$543K -$66.3K -900 -11%
DCM
494
DGS Capital Management
New Jersey
$529K +$115K +1,559 +30%
CWA
495
Choice Wealth Advisors
Maine
$524K – – –
BRWA
496
B. Riley Wealth Advisors
Florida
$514K +$484K +6,570 New
ACA
497
Anchor Capital Advisors
Massachusetts
$513K – – –
SBH
498
Segall Bryant & Hamill
Illinois
$511K – – –
MAS
499
Meeder Advisory Services
Ohio
$508K +$482K +6,551 New
TAM
500
Trillium Asset Management
Massachusetts
$507K -$97.9K -1,329 -17%
18 19
20
21 22