We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
301
Personal CFO Solutions
New Jersey
$219K +$190K +4,530 New
WB
302
Webster Bank
Connecticut
$215K – – –
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$212K -$707K -16,824 -79%
VI
304
Vestcor Inc
New Brunswick, Canada
$211K -$15.3K -364 -8%
RIG
305
RiverFront Investment Group
Virginia
$211K +$183K +4,361 New
P
306
&Partners
Tennessee
$210K +$182K +4,340 New
BFA
307
Beacon Financial Advisory
Ohio
$208K +$182K +4,320 New
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$207K – – –
FAIM
309
Financial Advocates Investment Management
Washington
$207K +$180K +4,283 New
ATC
310
Argent Trust Co
Tennessee
$207K +$181K +4,300 New
P
311
Pitcairn
Pennsylvania
$206K -$81.5K -1,937 -31%
SFS
312
Sowell Financial Services
Arkansas
$193K +$70.3K +1,673 +72%
ECM
313
Estabrook Capital Management
New York
$184K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$174K +$420 +10 +0.3%
AIP
315
Ameritas Investment Partners
Nebraska
$169K -$9.54K -227 -6%
CFA
316
Carroll Financial Associates
North Carolina
$169K – – –
PFBT
317
Parkside Financial Bank & Trust
Missouri
$168K +$294 +7 +0.2%
PWPS
318
Pinnacle Wealth Planning Services
Ohio
$162K +$140K +3,340 New
CFB
319
Cullen/Frost Bankers
Texas
$153K -$92.5K -2,200 -41%
CAAS
320
Capital Asset Advisory Services
Michigan
$149K +$130K +3,087 New
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$146K +$41.6K +990 +49%
TIAM2
322
Tru Independence Asset Management 2
Oregon
$142K +$123K +2,936 New
FHA
323
First Horizon Advisors
Tennessee
$136K +$12.9K +306 +12%
WT
324
Whittier Trust
California
$128K – – –
BAM
325
Belpointe Asset Management
Nevada
$121K +$105K +2,502 New