We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
501
Creative Planning
Kansas
$5.3M +$362K +1,833 +7%
CT
502
Coastline Trust
Rhode Island
$5.3M -$153K -775 -3%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$5.28M +$564K +2,854 +11%
FCH
504
Freestone Capital Holdings
Washington
$5.27M +$1.22M +6,160 +28%
MA
505
McBroom & Associates
Nevada
$5.23M -$166K -841 -3%
ESCM
506
Echo Street Capital Management
New York
$5.22M -$93.3M -471,871 -94%
MIA
507
MainStreet Investment Advisors
Illinois
$5.21M -$63.7K -322 -1%
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.18M +$128K +648 +2%
NMERB
509
New Mexico Educational Retirement Board
New Mexico
$5.18M -$297K -1,500 -5%
BOTW
510
Bank of the West
California
$5.17M +$51.2K +259 +1%
PMAM
511
Picton Mahoney Asset Management
Ontario, Canada
$5.14M +$1.01M +5,127 +23%
CCG
512
Cypress Capital Group
Florida
$5.03M -$225K -1,136 -4%
BRWA
513
B. Riley Wealth Advisors
Florida
$5.01M -$1.96M -9,906 -27%
PAS
514
Park Avenue Securities
New York
$4.99M -$508K -2,569 -9%
1C
515
1623 Capital
Virginia
$4.98M
JF
516
Jump Financial
Illinois
$4.97M +$5.2M +26,329 New
EDRH
517
Edmond de Rothschild Holding
Switzerland
$4.95M +$3.54M +17,925 +215%
MA
518
MUFG Americas
New York
$4.93M -$4.35K -22 -0.1%
DC
519
Davenport & Co
Virginia
$4.88M +$155K +785 +3%
FAM
520
Fulcrum Asset Management
United Kingdom
$4.87M
PRC
521
Pearl River Capital
Michigan
$4.85M +$4.72M +23,887 +1,302%
JCM
522
Jag Capital Management
Missouri
$4.84M +$1.39M +7,054 +30%
ACM
523
Ayrshire Capital Management
Connecticut
$4.82M -$1.14M -5,765 -18%
SAM
524
Security Asset Management
New York
$4.78M -$19.8K -100 -0.4%
CUAMC
525
China Universal Asset Management Company
China
$4.78M +$1.07M +5,391 +27%