We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
Foundations Investment Advisors
Arizona
$1.04M -$241K -1,492 -18%
KC
652
Karras Company
Utah
$1.02M -$21.5K -133 -2%
GLA
653
Great Lakes Advisors
Illinois
$1.01M -$6.31K -39 -0.6%
BMSSC
654
B. Metzler seel. Sohn & Co
Germany
$1M -$2.08M -12,824 -66%
SWM
655
Segment Wealth Management
Texas
$988K +$117K +720 +12%
SF
656
Sun Financial
Utah
$982K +$49.4K +305 +5%
ACA
657
Atlas Capital Advisors
Wyoming
$978K -$9.06K -56 -0.9%
HI
658
Harbour Investments
Wisconsin
$966K +$523K +3,231 +101%
CA
659
Callahan Advisors
Texas
$963K +$197K +1,218 +23%
BBHC
660
Brown Brothers Harriman & Co
New York
$958K +$314K +1,938 +44%
HWM
661
Hohimer Wealth Management
Washington
$942K +$1.01M +6,266 New
PCIA
662
Prime Capital Investment Advisors
Kansas
$941K -$23.8K -147 -2%
VAS
663
Vestmark Advisory Solutions
Massachusetts
$940K +$32.9K +203 +3%
CIS
664
Custom Index Systems
New York
$939K -$408K -2,521 -29%
MYAM
665
Meiji Yasuda Asset Management
Japan
$934K +$1.01M +6,216 New
SWM
666
Shelton Wealth Management
Texas
$934K +$721K +4,455 +254%
KB
667
Kimelman & Baird
New York
$932K
SI
668
Symmetry Investments
Jersey
$932K +$1M +6,200 New
SI
669
Stephens Inc
Arkansas
$932K +$195K +1,202 +24%
IAS
670
Insigneo Advisory Services
Florida
$922K +$125K +770 +14%
IFG
671
Independent Financial Group
California
$921K +$194K +1,198 +24%
GT
672
Greenleaf Trust
Michigan
$914K -$12K -74 -1%
EI
673
Ethic Inc
New York
$914K -$35.9K -222 -4%
ECM
674
Ethos Capital Management
Pennsylvania
$913K -$160K -987 -14%
SCM
675
Suvretta Capital Management
New York
$902K +$971K +6,000 New