We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
SFE Investment Counsel
California
$2.16M -$6.62K -79 -0.3%
CSPAM
502
Cary Street Partners Asset Management
Virginia
$2.15M +$71.2K +850 +3%
HVIA
503
Hudson Valley Investment Advisors
New York
$2.15M +$242K +2,885 +13%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$2.13M +$98.1K +1,171 +5%
TCM
505
Tandem Capital Management
New Jersey
$2.12M
Rockefeller Capital Management
506
Rockefeller Capital Management
New York
$2.12M +$118K +1,406 +6%
PP
507
Prudential plc
United Kingdom
$2.12M +$76.4K +912 +4%
CIAS
508
CFS Investment Advisory Services
New Jersey
$2.11M +$2.09M +24,903 New
EWM
509
Evercore Wealth Management
New York
$2.11M -$503K -6,000 -19%
PCM
510
Parsons Capital Management
Rhode Island
$2.1M +$105K +1,249 +5%
UCFA
511
United Capital Financial Advisors
Texas
$2.1M +$201K +2,405 +11%
CGH
512
Crossmark Global Holdings
Texas
$2.09M +$10.1K +120 +0.5%
ACP
513
Ashfield Capital Partners
California
$2.08M -$54.8K -654 -3%
SEIA
514
Signature Estate & Investment Advisors
California
$2.08M +$2.05M +24,510 New
WB
515
WesBanco Bank
West Virginia
$2.08M +$106K +1,271 +5%
AQR Capital Management
516
AQR Capital Management
Connecticut
$2.06M +$112K +1,340 +6%
TH
517
TCTC Holdings
Texas
$2.05M
BCM
518
Brasada Capital Management
Texas
$2.04M -$1.09M -13,039 -35%
LWCFA
519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.04M -$293K -3,498 -13%
EP
520
Eudaimonia Partners
Tennessee
$2M +$350K +4,183 +22%
LCM
521
Linker Capital Management
Kentucky
$1.99M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
522
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.99M +$1.97M +23,529 New
SAM
523
Shell Asset Management
Netherlands
$1.99M -$209K -2,491 -10%
V
524
Veritable
Delaware
$1.98M +$16.8K +201 +0.9%
PWS
525
Peterson Wealth Services
Utah
$1.97M +$69.9K +834 +4%