We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
776
Marble Harbor Investment Counsel
Massachusetts
$19.6M +$411K +8,440 +2%
CCM
777
Compton Capital Management
Rhode Island
$19.5M -$351K -7,212 -2%
WAM
778
Wealthspire Advisors (Maryland)
Maryland
$19.5M -$546K -11,208 -3%
BRWA
779
B. Riley Wealth Advisors
Florida
$19.5M -$440K -9,028 -2%
CDH
780
Charles D. Hyman
$19.5M +$632K +12,980 +3%
CCA
781
Cobblestone Capital Advisors
New York
$19.4M -$479K -9,824 -2%
KWM
782
Kingsview Wealth Management
Oregon
$19.3M -$382K -7,836 -2%
Jones Financial Companies
783
Jones Financial Companies
Missouri
$19.2M +$43.1K +884 +0.2%
SCI
784
S&CO Inc
Massachusetts
$19.2M -$5.85K -120 -0%
NAM
785
North American Management
Massachusetts
$19.1M -$30.6K -628 -0.2%
LCM
786
Lionstone Capital Management
New York
$19.1M
HB
787
Homrich & Berg
Georgia
$19.1M +$181K +3,724 +1%
ACM
788
Academy Capital Management
Texas
$19M -$79.3K -1,628 -0.4%
GIA
789
Granite Investment Advisors
New Hampshire
$18.9M +$69K +1,416 +0.4%
EWM
790
Edge Wealth Management
New York
$18.9M -$1.2M -24,584 -6%
MIA
791
MainStreet Investment Advisors
Illinois
$18.9M -$255K -5,232 -1%
JIC
792
Joel Isaacson & Co
New York
$18.9M -$170K -3,480 -0.9%
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8M +$1.68M +34,504 +10%
MCM
794
McKinley Capital Management
Alaska
$18.8M +$92.6K +1,900 +0.5%
TC
795
TownSquare Capital
Utah
$18.7M -$14M -287,852 -44%
AP
796
Archon Partners
New Jersey
$18.7M
KAS
797
Kemnay Advisory Services
New York
$18.7M -$230K -4,728 -1%
PCA
798
Private Capital Advisors
Connecticut
$18.7M +$157K +3,220 +0.9%
HIC
799
Hartline Investment Corp
Illinois
$18.6M -$783K -16,072 -4%
LCS
800
Levin Capital Strategies
New York
$18.6M +$973K +19,972 +6%