We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Appleton Partners
Massachusetts
$64.8M -$1.85M -11,774 -2%
CL
602
CPWM LLC
Washington
$64.8M -$8.73M -55,591 -11%
BRA
603
Bender Robert & Associates
California
$64.4M +$368K +2,347 +0.5%
AFG
604
Albion Financial Group
Utah
$64.4M +$287K +1,830 +0.4%
CS
605
Cannell & Spears
New York
$63.8M -$1.81M -11,551 -2%
NHAS
606
Novo Holdings A/S
Denmark
$63.8M
CWM
607
Congress Wealth Management
Massachusetts
$63.8M +$547K +3,488 +0.8%
VI
608
Vestcor Inc
New Brunswick, Canada
$63.7M +$1.3M +8,305 +2%
UH
609
Unigestion Holding
Switzerland
$63.6M -$8.72M -55,577 -11%
HCMG
610
Howard Capital Management Group
California
$63.6M -$343K -2,185 -0.5%
EWA
611
Exencial Wealth Advisors
Oklahoma
$63.3M +$563K +3,587 +0.8%
GIC
612
GFI Investment Counsel
Ontario, Canada
$63.3M -$1.52M -9,711 -2%
Fundsmith LLP
613
Fundsmith LLP
United Kingdom
$63.1M +$71.6M +456,485 New
EB
614
Eastern Bank
Massachusetts
$63M -$1.23M -7,842 -2%
OC
615
Oakmont Corp
California
$62.9M +$436K +2,775 +0.6%
CCM
616
Chilton Capital Management
Texas
$62.6M -$1.17M -7,466 -2%
LMIM
617
Lockheed Martin Investment Management
Maryland
$62.5M +$33.9M +216,100 +92%
BCM
618
Brookstone Capital Management
Illinois
$62.5M -$1.93M -12,318 -3%
MIC
619
Means Investment Company
Maine
$62.2M -$237K -1,513 -0.3%
HCMT
620
Highland Capital Management (Tennessee)
Tennessee
$62.1M -$5.8M -36,935 -8%
PWAG
621
Polaris Wealth Advisory Group
California
$61.9M -$2.67M -17,015 -4%
LIP
622
Liontrust Investment Partners
United Kingdom
$61.6M -$29.2M -186,300 -29%
BJL
623
Brighton Jones LLC
Washington
$61.5M +$2.68M +17,058 +4%
AHC
624
Adell Harriman & Carpenter
Texas
$61.4M +$646K +4,117 +0.9%
GVAG
625
Great Valley Advisor Group
Delaware
$61.4M -$3.67M -23,388 -5%