We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
576
Boston Partners
Massachusetts
$706K -$156K -2,965 -19%
BCA
577
Bray Capital Advisors
Florida
$706K – – –
CCM
578
Coldstream Capital Management
Washington
$697K -$1.58K -30 -0.2%
PP
579
Paloma Partners
Connecticut
$695K +$645K +12,247 New
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$694K -$97.8K -1,855 -13%
PR
581
Payden & Rygel
California
$693K – – –
VOYA Investment Management
582
VOYA Investment Management
Georgia
$687K -$103K -1,951 -14%
BDWM
583
Brewin Dolphin Wealth Management
Ireland
$674K – – –
MIP
584
Marietta Investment Partners
Wisconsin
$670K -$961K -18,240 -61%
BP
585
Ballentine Partners
Massachusetts
$668K -$39.4K -748 -6%
FCM
586
Fairbanks Capital Management
California
$659K +$6.43K +122 +1%
SIM
587
Sonora Investment Management
Arizona
$653K +$555K +10,526 +1,075%
PCG
588
Private Capital Group
Connecticut
$637K -$70.9K -1,345 -11%
TW
589
Transform Wealth
Colorado
$630K +$254K +4,815 +77%
SW
590
SVB Wealth
Massachusetts
$621K -$76.5K -1,452 -12%
SFA
591
Sequoia Financial Advisors
Ohio
$615K +$1.63K +31 +0.3%
IAA
592
Independent Advisor Alliance
North Carolina
$613K +$81.2K +1,541 +17%
IA
593
IFP Advisors
Florida
$612K -$11.8K -223 -2%
BAM
594
Belpointe Asset Management
Nevada
$612K +$255K +4,839 +81%
Lido Advisors
595
Lido Advisors
California
$608K -$497K -9,437 -47%
MIFH
596
Migdal Insurance & Financial Holdings
Israel
$608K +$150K +2,837 +36%
FC
597
FORA Capital
Florida
$608K +$564K +10,708 New
IIA
598
IPG Investment Advisors
California
$606K +$563K +10,680 New
AIM
599
Axiom Investment Management
New York
$601K +$3.11K +59 +0.6%
FIM
600
Frontier Investment Management
Texas
$591K +$549K +10,415 New