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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
226
Icon Wealth Partners
Texas
$530K +$9.09K +73 +2%
YIH
227
Y-Intercept (HK)
Hong Kong
$529K -$4.34M -34,847 -89%
Creative Planning
228
Creative Planning
Kansas
$528K +$41.5K +333 +9%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$526K +$248K +1,993 +91%
ZIM
230
Zacks Investment Management
Illinois
$523K -$37.6M -301,785 -99%
N
231
Natixis
France
$517K +$510K +4,097 New
FAFN
232
First Affirmative Financial Network
Colorado
$507K +$25.7K +206 +5%
First Manhattan
233
First Manhattan
New York
$494K
NIM
234
Nexus Investment Management
Ontario, Canada
$490K
GAM
235
Gotham Asset Management
New York
$486K -$592K -4,754 -55%
SW
236
SVB Wealth
Massachusetts
$483K -$72.2K -580 -13%
1WA
237
180 Wealth Advisors
Washington
$459K -$39.1K -314 -7%
Group One Trading
238
Group One Trading
Illinois
$459K +$174K +1,395 +62%
William Blair & Company
239
William Blair & Company
Illinois
$454K +$4.23K +34 +1%
S
240
SignatureFD
Georgia
$454K +$45.1K +362 +11%
SEC
241
Seven Eight Capital
New York
$447K +$442K +3,550 New
CCT
242
Country Club Trust
Missouri
$443K
BP
243
Ballentine Partners
Massachusetts
$429K
TC
244
Tacita Capital
Ontario, Canada
$426K
MF
245
Magnetar Financial
Illinois
$422K +$417K +3,350 New
CAAS
246
Capital Asset Advisory Services
Michigan
$401K -$490K -3,936 -55%
BIC
247
Beach Investment Counsel
Pennsylvania
$401K
GCM
248
Graham Capital Management
Connecticut
$398K +$394K +3,164 New
Vanguard Personalized Indexing Management
249
Vanguard Personalized Indexing Management
California
$396K +$139K +1,113 +55%
BEI
250
Benjamin Edwards Inc
Missouri
$395K -$16.3K -131 -4%