We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$4.57M +$670K +8,817 +19%
SP
402
Symmetry Partners
Connecticut
$4.54M +$4.26M +56,065 New
MNBTD
403
Moody National Bank Trust Division
Texas
$4.53M +$78K +1,026 +2%
TMAM
404
Tokio Marine Asset Management
Japan
$4.51M -$3.15M -41,500 -43%
TVWM
405
Tower View Wealth Management
Wisconsin
$4.43M -$11.8K -155 -0.3%
BRWA
406
B. Riley Wealth Advisors
Florida
$4.42M +$1.75M +22,996 +68%
LCM
407
Legato Capital Management
California
$4.41M +$1.33M +17,500 +47%
NB
408
Northwest Bancshares
Pennsylvania
$4.38M -$880K -11,578 -18%
AP
409
Advisor Partners
California
$4.36M +$201K +2,650 +5%
NVCHI
410
New Vernon Capital Holdings II
New Jersey
$4.35M +$4.08M +53,686 New
FFM
411
Fullerton Fund Management
Singapore
$4.3M +$4.03M +53,087 New
BPC
412
Banque Pictet & Cie
Switzerland
$4.28M -$83.1K -1,094 -0.4%
DCM
413
Dupont Capital Management
Delaware
$4.26M -$1.34M -17,666 -25%
GT
414
Glenmede Trust
Pennsylvania
$4.25M +$734K +9,662 +23%
ANI
415
American National Insurance
Texas
$4.24M – – –
MYIA
416
Mount Yale Investment Advisors
Colorado
$4.23M +$75.5K +993 +2%
SC
417
Scholtz & Company
Connecticut
$4.18M +$7.6K +100 +0.2%
SH
418
Svenska Handelsbanken
Sweden
$4.13M -$806K -10,600 -17%
Mercer Global Advisors
419
Mercer Global Advisors
Colorado
$4.13M -$54.1K -712 -1%
AWM
420
AE Wealth Management
Kansas
$4.11M +$786K +10,340 +26%
Vanguard Personalized Indexing Management
421
Vanguard Personalized Indexing Management
California
$4.1M +$670K +8,811 +21%
SL
422
Summitry LLC
California
$3.85M -$103K -1,350 -3%
CIP
423
Chartwell Investment Partners
Pennsylvania
$3.85M -$2.05M -26,978 -36%
PP
424
Paloma Partners
Connecticut
$3.76M +$2.59M +34,139 +279%
CB
425
Commerce Bank
Missouri
$3.67M -$909K -11,963 -21%