We are live on ! Find out more
STT icon

State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
651
Versor Investments
New York
$216K +$221K +2,621 New
TMAM
652
Tokio Marine Asset Management
Japan
$215K -$44.4K -526 -17%
OPWM
653
Oxinas Partners Wealth Management
Indiana
$215K +$220K +2,609 New
SC
654
Savant Capital
Illinois
$214K +$929 +11 +0.4%
IWC
655
Integrated Wealth Concepts
Massachusetts
$212K +$169 +2 +0.1%
TI
656
Tidal Investments
Wisconsin
$212K +$217K +2,573 New
DP
657
Dearborn Partners
Illinois
$211K – – –
MAM
658
MMA Asset Management
Pennsylvania
$211K +$11.7K +139 +6%
BHWM
659
Bar Harbor Wealth Management
New Hampshire
$210K -$4.3K -51 -2%
FCH
660
Freestone Capital Holdings
Washington
$209K -$12.3K -146 -5%
EI
661
Ellevest Inc
New York
$209K +$39.1K +463 +22%
FMWA
662
Forvis Mazars Wealth Advisors
Missouri
$209K +$214K +2,540 New
PCM
663
Parsons Capital Management
Rhode Island
$206K – – –
FDCDDQ
664
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K – – –
BG
665
Bollard Group
Massachusetts
$202K +$1.27K +15 +0.6%
BFM
666
Boothbay Fund Management
New York
$202K +$207K +2,453 New
HCM
667
Highlander Capital Management
New Jersey
$198K +$253 +3 +0.1%
JCM
668
Jacobi Capital Management
Pennsylvania
$194K +$9.54K +113 +5%
DSC
669
Duncker Streett & Co
Missouri
$189K – – –
JWM
670
Janiczek Wealth Management
Colorado
$186K +$95.6K +1,133 +101%
SBL
671
Sargent Bickham Lagudis
Colorado
$185K – – –
BCA
672
Berman Capital Advisors
Georgia
$183K +$21.7K +257 +13%
SLF
673
Sun Life Financial
Ontario, Canada
$174K -$22.7K -269 -11%
FHA
674
First Horizon Advisors
Tennessee
$160K – – –
FMT
675
First Mercantile Trust
Tennessee
$159K -$20.9K -248 -11%
25 26
27
28 29