We are live on ! Find out more
VRSK icon

Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
MinichMacGregor Wealth Management
New York
$765K -$15.4K -64 -2%
EW
527
Evoke Wealth
California
$761K +$775K +3,228 New
RAG
528
RIA Advisory Group
Iowa
$760K +$512K +2,132 +195%
Public Sector Pension Investment Board (PSP Investments)
529
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$758K -$24K -100 -3%
BAMF
530
BI Asset Management Fondsmaeglerselskab
Denmark
$756K +$39.6K +165 +5%
QI
531
Qtron Investments
Massachusetts
$749K +$136K +567 +22%
BFS
532
Bradley Foster & Sargent
Connecticut
$748K
OCBCO
533
Oversea-Chinese Banking Corp (OCBC)
Singapore
$742K
DWM
534
Dynasty Wealth Management
Florida
$738K +$752K +3,129 New
KWM
535
Kingsview Wealth Management
Oregon
$736K -$7.21K -30 -1%
WJWM
536
Williams Jones Wealth Management
New York
$731K +$240 +1 +0%
Loomis, Sayles & Company
537
Loomis, Sayles & Company
Massachusetts
$729K +$717K +2,987 +2,792%
ASN
538
Advisory Services Network
Georgia
$720K -$18.5K -77 -2%
DPAM
539
Degroof Petercam Asset Management
Belgium
$719K -$216K -900 -23%
LNC
540
Lincoln National Corp
Pennsylvania
$718K +$86K +358 +13%
BC
541
Burney Company
Virginia
$714K -$355K -1,480 -33%
PP
542
Pegasus Partners
Wisconsin
$714K -$68.7K -286 -9%
KPWS
543
Kestra Private Wealth Services
Texas
$712K +$214K +889 +42%
AWM
544
AE Wealth Management
Kansas
$690K -$2.22M -9,257 -76%
Tudor Investment Corp
545
Tudor Investment Corp
Connecticut
$686K +$699K +2,908 New
JFG
546
Jefferies Financial Group
New York
$684K +$69.2K +288 +11%
ATC
547
Argent Trust Co
Tennessee
$669K +$23.8K +99 +4%
CFB
548
Cullen/Frost Bankers
Texas
$666K -$84.3K -351 -11%
EF
549
Empowered Funds
Pennsylvania
$651K +$306K +1,276 +86%
SCA
550
Snowden Capital Advisors
New York
$647K +$36.5K +152 +6%