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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Carret Asset Management
New York
$642K – – –
AR
302
Advisory Research
Illinois
$628K -$42.2K -926 -6%
NCM
303
Neumann Capital Management
California
$628K – – –
PAS
304
Park Avenue Securities
New York
$625K -$131K -2,878 -17%
TC
305
TwinBeech Capital
New York
$623K -$12.6M -277,172 -95%
USAA
306
United Services Automobile Association
Texas
$621K +$54.5K +1,196 +10%
XT
307
XTX Topco
Cayman Islands
$617K +$622K +13,652 New
BAM
308
BOS Asset Management
Illinois
$613K -$37.9K -833 -6%
Wellington Management Group
309
Wellington Management Group
Massachusetts
$611K +$615K +13,504 New
RVPG
310
Relative Value Partners Group
$604K -$2.19K -48 -0.4%
DBIA
311
Dumont & Blake Investment Advisors
New Jersey
$589K -$8.2K -180 -1%
PI
312
PEAK6 Investments
Illinois
$583K +$587K +12,896 New
WCA
313
Westover Capital Advisors
Delaware
$574K +$335K +7,359 +138%
CL
314
CSS LLC
Illinois
$569K -$17.5K -385 -3%
ATPW
315
Ashton Thomas Private Wealth
Arizona
$563K +$100K +2,199 +21%
PP
316
Patten & Patten
Tennessee
$552K – – –
QCM
317
QRG Capital Management
Illinois
$551K +$28K +615 +5%
CAG
318
Csenge Advisory Group
Florida
$550K -$80.3K -1,763 -13%
ETC
319
Exchange Traded Concepts
Oklahoma
$538K – – –
AWM
320
AE Wealth Management
Kansas
$532K -$141K -3,093 -22%
CCM
321
Coldstream Capital Management
Washington
$523K -$12K -264 -2%
WG
322
Winton Group
United Kingdom
$515K +$11.3K +248 +2%
VVP
323
Venture Visionary Partners
Ohio
$514K -$93K -2,042 -15%
FWP
324
FAS Wealth Partners
Kansas
$511K +$4.1K +90 +0.8%
HPC
325
HM Payson & Co
Maine
$507K +$14K +307 +3%