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Name Holding Trade Value Shares
Change
Change in
Stake
Peak Asset Management
1501
Peak Asset Management
Colorado
$34.1M +$1.08M +3,782 +3%
Fairview Capital Investment Management
1502
Fairview Capital Investment Management
California
$34.1M +$3.4M +11,870 +11%
IBEX Wealth Advisors
1503
IBEX Wealth Advisors
New Jersey
$34.1M +$22.9K +80 +0.1%
Natural Investments
1504
Natural Investments
California
$34M +$581K +2,030 +2%
James J. Burns & Company
1505
James J. Burns & Company
New York
$34M -$91.2K -319 -0.3%
Aventura Private Wealth
1506
Aventura Private Wealth
Florida
$34M +$120K +418 +0.4%
Werba Rubin Papier Wealth Management
1507
Werba Rubin Papier Wealth Management
California
$33.9M -$744K -2,601 -2%
Brian C. Broderick
1508
Brian C. Broderick
$33.9M -$56.3K -197 -0.2%
Asset One Wealth Management
1509
Asset One Wealth Management
Washington
$33.9M +$398K +1,391 +1%
Fischer Financial Services
1510
Fischer Financial Services
Pennsylvania
$33.8M +$29.4M +102,760 +728%
First Western Trust Bank
1511
First Western Trust Bank
Colorado
$33.8M -$568K -1,986 -2%
GAMCO Investors
1512
GAMCO Investors
Connecticut
$33.8M -$1.15M -4,031 -3%
Beck Mack & Oliver
1513
Beck Mack & Oliver
New York
$33.7M -$15.7K -55 -0%
Wellington Shields & Co
1514
Wellington Shields & Co
New York
$33.6M +$1.98M +6,917 +6%
Zevin Asset Management
1515
Zevin Asset Management
Massachusetts
$33.6M -$2.1M -7,326 -6%
Legacy Capital Group California
1516
Legacy Capital Group California
California
$33.6M -$112K -391 -0.3%
XML Financial
1517
XML Financial
Maryland
$33.6M +$239K +835 +0.7%
Jackson Square Capital
1518
Jackson Square Capital
California
$33.5M -$262K -916 -0.8%
GW&K Investment Management
1519
GW&K Investment Management
Massachusetts
$33.5M -$403K -1,408 -1%
McGuire Investment Group
1520
McGuire Investment Group
Rhode Island
$33.4M -$295K -1,031 -0.9%
Holderness Investments Company
1521
Holderness Investments Company
North Carolina
$33.3M -$43.8K -153 -0.1%
SevenBridge Financial Group
1522
SevenBridge Financial Group
Pennsylvania
$33.3M -$700K -2,446 -2%
Focused Wealth Management
1523
Focused Wealth Management
New York
$33.2M +$240K +839 +0.7%
Concentrum Wealth Management
1524
Concentrum Wealth Management
California
$33.2M +$532K +1,859 +2%
Bellecapital
1525
Bellecapital
Switzerland
$33.2M +$615K +2,149 +2%