We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$431K – – –
BIP
502
Blueprint Investment Partners
North Carolina
$431K +$408K +3,895 New
CF
503
Centaurus Financial
California
$428K – – –
WG
504
Welch Group
Alabama
$420K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
505
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$420K +$398K +3,800 New
DA
506
Duality Advisers
Florida
$419K +$397K +3,787 New
FPCG
507
Fort Pitt Capital Group
Pennsylvania
$417K -$21.2K -202 -5%
TMAM
508
Tokio Marine Asset Management
Japan
$415K +$40.6K +387 +12%
TRCT
509
Tower Research Capital (TRC)
New York
$412K -$1.21M -11,551 -76%
WP
510
WealthPLAN Partners
Nebraska
$407K +$398K +3,793 New
WIM
511
WealthPlan Investment Management
Nebraska
$406K -$3.35K -32 -0.8%
EGM
512
Engineers Gate Manager
New York
$404K +$383K +3,650 New
BSW
513
Buckingham Strategic Wealth
Missouri
$396K -$45.2K -431 -11%
SAM
514
Sompo Asset Management
Japan
$393K – – –
PAS
515
Park Avenue Securities
New York
$387K -$29.5K -281 -7%
MIM
516
Merrion Investment Management
New Jersey
$387K – – –
FP
517
Foundry Partners
Minnesota
$386K – – –
MCM
518
McRae Capital Management
New Jersey
$382K -$20.6K -197 -5%
V
519
Veritable
Delaware
$371K +$58.8K +561 +20%
BTW
520
Boston Trust Walden
Massachusetts
$366K – – –
HPWA
521
Hall Private Wealth Advisors
North Carolina
$366K – – –
HCMG
522
Howard Capital Management Group
California
$365K +$105 +1 +0%
ETC
523
Exchange Traded Concepts
Oklahoma
$363K +$172K +1,640 +100%
SPWM
524
Spartan Planning & Wealth Management
North Carolina
$362K +$343K +3,276 New
GC
525
Guggenheim Capital
Illinois
$361K -$521K -4,967 -60%