We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Alan N. Hoffman Investment Management
851
Alan N. Hoffman Investment Management
Massachusetts
$89M -$578K -2,019 -0.7%
Colonial Trust Advisors
852
Colonial Trust Advisors
South Carolina
$89M -$366K -1,281 -0.4%
JAIC
853
Josh Arnold Investment Consultant
Minnesota
$88.9M -$1.15M -4,032 -1%
TCTC Holdings
854
TCTC Holdings
Texas
$88.3M +$409K +1,429 +0.5%
9823 Capital
855
9823 Capital
Texas
$88.3M -$211K -737 -0.2%
Hamilton Capital Partners (Canada)
856
Hamilton Capital Partners (Canada)
$87.6M +$3.2M +11,204 +4%
Bragg Financial Advisors
857
Bragg Financial Advisors
North Carolina
$87M -$223K -778 -0.3%
True North Advisors
858
True North Advisors
Texas
$86.9M +$217K +759 +0.3%
Certuity
859
Certuity
Florida
$86.6M +$24.2M +84,578 +39%
JWBC
860
J.W. Burns & Co
New York
$86.4M -$1.04M -3,631 -1%
Ostrum Asset Management
861
Ostrum Asset Management
France
$86.3M +$2.74M +9,592 +3%
Edmond de Rothschild Holding
862
Edmond de Rothschild Holding
Switzerland
$85.8M +$10.7M +37,253 +14%
Means Investment Company
863
Means Investment Company
Maine
$85.6M -$398K -1,391 -0.5%
AIS
864
AM Investment Strategies
Tennessee
$85.4M +$1.15M +4,029 +1%
DJE Kapital
865
DJE Kapital
Germany
$84.4M -$4.31M -15,074 -5%
Montag & Associates
866
Montag & Associates
Georgia
$84.1M -$1.3M -4,540 -2%
Fulton Breakefield Broenniman
867
Fulton Breakefield Broenniman
Maryland
$83.8M -$2.92M -10,203 -3%
Ascent Group
868
Ascent Group
Virginia
$83.7M +$1.6M +5,603 +2%
Roundview Capital
869
Roundview Capital
New Jersey
$83.6M +$14.3K +50 +0%
Fidelis Capital Partners
870
Fidelis Capital Partners
Florida
$83.5M +$13.4M +46,680 +19%
Frank Rimerman Advisors
871
Frank Rimerman Advisors
California
$83.4M +$499K +1,743 +0.6%
Cornerstone Wealth Group
872
Cornerstone Wealth Group
North Carolina
$83.1M +$2.88M +10,080 +4%
Penobscot Investment Management
873
Penobscot Investment Management
Massachusetts
$82.9M -$571K -1,996 -0.7%
Campbell Newman Asset Management
874
Campbell Newman Asset Management
Wisconsin
$82.8M -$6.92M -24,179 -8%
Prosperity Consulting Group
875
Prosperity Consulting Group
Maryland
$82.6M +$3.88M +13,568 +5%