We are live on ! Find out more
STT icon

State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
626
Mesirow Financial Investment Management
Illinois
$401K +$1.39K +15 +0.4%
VT
627
Vise Technologies
New York
$400K +$348K +3,766 New
CIA
628
Choate Investment Advisors
Massachusetts
$398K -$128K -1,380 -27%
RWM
629
Ritholtz Wealth Management
New York
$396K +$1.85K +20 +0.5%
CWM
630
Congress Wealth Management
Massachusetts
$394K +$62.8K +679 +22%
FTWA
631
Fifth Third Wealth Advisors
Ohio
$394K -$7.31K -79 -2%
ESB
632
Essex Savings Bank
Connecticut
$393K
CPIG
633
Chicago Partners Investment Group
Illinois
$390K +$116K +1,253 +55%
VFA
634
Valeo Financial Advisors
Indiana
$384K +$44K +476 +15%
FM
635
Foster & Motley
Ohio
$380K -$11.4K -123 -3%
MIM
636
Morningstar Investment Management
Illinois
$378K +$329K +3,559 New
EWM
637
Evercore Wealth Management
New York
$377K -$90.2K -975 -22%
SI
638
Stephens Inc
Arkansas
$374K -$25.6K -277 -7%
HCMT
639
Highland Capital Management (Tennessee)
Tennessee
$372K
NIM
640
Northeast Investment Management
Massachusetts
$371K -$56.5K -611 -15%
PWM
641
Perigon Wealth Management
California
$371K +$27.4K +296 +9%
HDIM
642
Hanson & Doremus Investment Management
Vermont
$370K +$17.6K +190 +6%
JWS
643
Juncture Wealth Strategies
Arizona
$369K
CIBC World Market
644
CIBC World Market
Ontario, Canada
$368K -$1.1M -11,944 -78%
WA
645
Waverly Advisors
Alabama
$368K +$8.23K +89 +3%
CHAM
646
Clear Harbor Asset Management
Connecticut
$366K -$2.77K -30 -0.9%
NP
647
NorthRock Partners
Minnesota
$365K +$27K +292 +9%
PGFC
648
Peapack-Gladstone Financial Corp
New Jersey
$365K -$2.13K -23 -0.7%
PTC
649
Petrus Trust Company
Texas
$365K -$521K -5,636 -62%
TAM
650
Trust Asset Management
Texas
$365K