We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
701
Chesley Taft & Associates
Illinois
$429K
RPC
702
Rossmore Private Capital
Connecticut
$429K
GC
703
Gilbert & Cook
Iowa
$426K +$12.7K +233 +3%
LCP
704
Legacy Capital Partners
Wisconsin
$421K
BHWM
705
Bar Harbor Wealth Management
New Hampshire
$420K
IAMOG
706
Investors Asset Management of Georgia
Georgia
$420K
SNT
707
Security National Trust
West Virginia
$418K
BBHC
708
Brown Brothers Harriman & Co
New York
$417K -$20.4K -374 -5%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$415K
VFA
710
Valeo Financial Advisors
Indiana
$415K +$12.9K +237 +3%
SSWM
711
Smith Salley Wealth Management
North Carolina
$415K +$87K +1,595 +26%
TA
712
Tiedemann Advisors
New York
$414K -$10.5K -193 -2%
WFA
713
West Financial Advisors
Iowa
$412K
IIM
714
Ipswich Investment Management
Massachusetts
$411K -$12K -220 -3%
AW
715
ACG Wealth
Georgia
$410K -$416K -7,631 -50%
FA
716
FDx Advisors
Illinois
$409K +$2.18K +40 +0.5%
DMBA
717
Deseret Mutual Benefit Administrators
Utah
$409K +$416K +7,624 New
MSAM
718
Moloney Securities Asset Management
Missouri
$408K
SWM
719
SeaCrest Wealth Management
New York
$408K +$19.8K +364 +5%
SHGA
720
Sand Hill Global Advisors
California
$406K -$19.8K -364 -5%
GCAC
721
Guardian Capital Advisors (Canada)
Ontario, Canada
$406K +$168K +3,080 +70%
CM
722
Capula Management
Cayman Islands
$403K -$16.4K -300 -4%
RMC
723
Resources Management Corp
Connecticut
$402K -$18.8K -345 -4%
PK
724
Pflug Koory
Nebraska
$401K +$38.2K +700 +10%
LIM
725
Longfellow Investment Management
Massachusetts
$400K -$221K -4,054 -35%