We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
251
Cerity Partners OCIO
New York
$428K -$596K -21,337 -61%
PAMS
252
Pictet Asset Management (Switzerland)
Switzerland
$419K – – –
PA
253
Profund Advisors
Maryland
$417K +$79.2K +2,836 +27%
PP
254
Patten & Patten
Tennessee
$406K – – –
Bessemer Group
255
Bessemer Group
New Jersey
$399K +$135K +4,825 +61%
RVPG
256
Relative Value Partners Group
$388K – – –
PFO
257
Pathstone Family Office
New Jersey
$384K +$49.4K +1,769 +17%
CB
258
Commerce Bank
Missouri
$380K -$30.9K -1,105 -8%
PHK
259
Point72 Hong Kong
Hong Kong
$374K +$331K +11,856 New
AWM
260
AE Wealth Management
Kansas
$373K +$72.2K +2,584 +28%
FRM
261
Fox Run Management
Connecticut
$366K +$324K +11,611 New
OPA
262
Old Port Advisors
Maine
$364K -$54.3K -1,943 -14%
TRCT
263
Tower Research Capital (TRC)
New York
$364K +$61.4K +2,199 +24%
PSUF
264
People's United Financial
Connecticut
$363K -$6.15K -220 -2%
AWS
265
Atria Wealth Solutions
New York
$363K +$322K +11,535 New
Simplex Trading
266
Simplex Trading
Illinois
$360K +$149K +5,343 +88%
TPWM
267
Twelve Points Wealth Management
Massachusetts
$357K +$89K +3,186 +39%
EWS
268
Evergreen Wealth Solutions
Pennsylvania
$356K +$1.48K +53 +0.5%
Natixis Advisors
269
Natixis Advisors
Massachusetts
$348K +$308K +11,033 New
KAS
270
Kestra Advisory Services
Texas
$345K -$21K -752 -6%
CCM
271
Coldstream Capital Management
Washington
$345K +$2.18K +78 +0.7%
BCM
272
Bayesian Capital Management
New York
$345K +$306K +10,958 New
CGL
273
Clarius Group LLC
Washington
$342K – – –
SCM
274
Shelton Capital Management
Colorado
$341K – – –
P
275
Pitcairn
Pennsylvania
$340K -$49.8K -1,781 -14%