We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
926
Gifford Fong Associates
California
$36.2M
BIM
927
Bridgecreek Investment Management
Oklahoma
$36.2M -$103K -700 -0.3%
BPM
928
Bowling Portfolio Management
Ohio
$36.2M -$151K -1,029 -0.4%
HCM
929
Hilton Capital Management
New York
$36.1M +$6.94M +47,168 +23%
EWM
930
Endurance Wealth Management
Rhode Island
$36.1M -$276K -1,872 -0.7%
FM
931
Freemont Management
Switzerland
$36M +$441K +2,997 +1%
TAIM
932
Te Ahumairangi Investment Management
New Zealand
$36M -$5.53M -37,540 -13%
Wealth Enhancement Advisory Services
933
Wealth Enhancement Advisory Services
Minnesota
$36M +$133K +905 +0.4%
JMFC
934
J.M. Forbes & Co
Massachusetts
$35.9M +$422K +2,864 +1%
MCM
935
McKinley Capital Management
Alaska
$35.9M -$21.4M -145,306 -36%
PAM
936
Premier Asset Management
Illinois
$35.8M +$1.59M +10,795 +4%
Fiera Capital (Canada)
937
Fiera Capital (Canada)
Quebec, Canada
$35.7M -$3.89M -26,403 -9%
AII
938
AGF Investments Inc
Ontario, Canada
$35.7M +$608K +4,130 +2%
FWP
939
Falcon Wealth Planning
California
$35.6M +$263K +1,789 +0.7%
UBV
940
United Bank (Virginia)
Virginia
$35.2M +$190K +1,289 +0.5%
BA
941
Bristlecone Advisors
Washington
$35.1M +$2.62M +17,765 +8%
CIS
942
Connors Investor Services
Pennsylvania
$35M +$374K +2,541 +1%
PTC
943
Private Trust Company
Ohio
$35M +$4.23M +28,750 +13%
CBTWT
944
Community Bank & Trust (Waco, Texas)
Texas
$35M -$517K -3,513 -1%
TF
945
Tompkins Financial
New York
$34.9M +$36.3M +246,836 New
PAM
946
Palisade Asset Management
Minnesota
$34.9M -$36.6M -248,524 -50%
RWP
947
RWA Wealth Partners
Massachusetts
$34.9M +$73.8K +501 +0.2%
RWA
948
Ropes Wealth Advisors
Massachusetts
$34.9M -$1.04M -7,051 -3%
PIMJS
949
PKO Investment Management Joint-Stock
Poland
$34.9M -$54K -367 -0.1%
PAS
950
Park Avenue Securities
New York
$34.8M +$1.6M +10,835 +5%