We are live on ! Find out more
STT icon

State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
601
IQ EQ Fund Management
Ireland
$1.01M – – –
FNA
602
First National Advisers
Nebraska
$1.01M -$396K -2,568 -30%
KCM
603
Kathmere Capital Management
Pennsylvania
$1.01M +$228K +1,478 +33%
NDSI
604
Newman Dignan & Sheerar Inc
Rhode Island
$1.01M – – –
CII
605
Capital International Inc
California
$1M -$33.9K -220 -4%
TMC
606
Themes Management Co
Connecticut
$987K -$317K -2,057 -26%
HFO
607
Heritage Family Offices
Arizona
$987K -$736K -4,774 -45%
PEWA
608
Pacific Excel Wealth Advisors
California
$987K +$897K +5,819 New
WG
609
Winton Group
United Kingdom
$984K -$3.2M -20,757 -78%
IIC
610
Ironwood Investment Counsel
Arizona
$974K -$39.9K -259 -4%
AC
611
AlphaCore Capital
California
$968K -$17.9K -116 -2%
SYBT
612
Stock Yards Bank & Trust
Kentucky
$966K -$36.5K -237 -4%
IFA
613
Index Fund Advisors
California
$960K – – –
DIM
614
Delta Investment Management
California
$957K – – –
ACA
615
Atlas Capital Advisors
Wyoming
$946K -$3.08K -20 -0.4%
MAM
616
Madison Asset Management
Wisconsin
$939K -$5.86K -38 -0.7%
GCA
617
Genesee Capital Advisors
New York
$938K +$853K +5,533 New
WTC
618
WhitTier Trust Company
Nevada
$937K +$599K +3,883 +293%
I
619
InvesTrust
Oklahoma
$934K – – –
RGC
620
Roberts, Glore & Co
Illinois
$933K -$6.94K -45 -0.8%
VI
621
Vestcor Inc
New Brunswick, Canada
$924K – – –
XF
622
XML Financial
Maryland
$923K +$840K +5,445 New
SFM
623
Systematic Financial Management
New Jersey
$916K – – –
PWM
624
Perigon Wealth Management
California
$916K +$56.9K +369 +7%
RFC
625
Regions Financial Corp
Alabama
$915K +$252K +1,637 +44%
23 24
25
26 27