We are live on ! Find out more
STT icon

State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
501
Moody National Bank Trust Division
Texas
$438K -$30.1K -418 -7%
PAG
502
Private Advisor Group
New Jersey
$437K -$40.6K -565 -9%
GAM
503
Guinness Asset Management
United Kingdom
$436K -$76.1K -1,058 -15%
HIA
504
Harbor Investment Advisory
Maryland
$436K +$4.24K +59 +1%
WPC
505
Wedmont Private Capital
Pennsylvania
$435K -$60K -834 -12%
MFA
506
Mayflower Financial Advisors
Massachusetts
$435K -$72 -1 -0%
CIA
507
Choate Investment Advisors
Massachusetts
$433K – – –
ACM
508
Alethea Capital Management
Washington
$430K +$423K +5,881 New
LSA
509
Leonteq Securities AG
Switzerland
$430K +$51.1K +711 +14%
OC
510
Oppenheimer & Co
New York
$420K +$46.4K +645 +13%
PSCM
511
Per Stirling Capital Management
Texas
$416K +$2.95K +41 +0.7%
WE
512
Wealth Effects
Massachusetts
$406K – – –
VWA
513
VERITY Wealth Advisors
United States
$405K – – –
AIS
514
AM Investment Strategies
Tennessee
$405K +$288 +4 +0.1%
ESCM
515
Echo Street Capital Management
New York
$403K +$396K +5,509 New
MAM
516
Mystic Asset Management
Rhode Island
$402K -$2.16K -30 -0.5%
BIC
517
Beach Investment Counsel
Pennsylvania
$396K – – –
EAM
518
Evanson Asset Management
California
$396K -$9.13K -127 -2%
SFM
519
Systematic Financial Management
New Jersey
$395K – – –
I
520
InceptionR
California
$393K +$386K +5,369 New
TI
521
Tidal Investments
Wisconsin
$388K +$64.1K +891 +20%
CSC
522
Caldwell Sutter Capital
California
$388K -$50.3K -700 -12%
AWM
523
Aries Wealth Management
Maine
$386K – – –
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$385K -$32.4K -451 -8%
FI
525
Fosun International
China
$384K – – –
19 20
21
22 23