We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1201
Drexel Morgan & Co
Pennsylvania
$535K
PP
1202
Patten & Patten
Tennessee
$535K +$68.6K +413 +14%
LOAMS
1203
Lombard Odier Asset Management (Switzerland)
Switzerland
$534K +$541K +3,253 New
HHAA
1204
Henry H. Armstrong Associates
Pennsylvania
$533K
RIM
1205
Regent Investment Management
Kentucky
$533K
SOAMC
1206
Spirit of America Management Corp
New York
$533K
CL
1207
Choreo LLC
Illinois
$530K -$6.65K -40 -1%
OA
1208
Outfitter Advisors
Virginia
$529K -$24.9K -150 -4%
Kovitz Investment Group Partners
1209
Kovitz Investment Group Partners
Illinois
$529K +$6.31K +38 +1%
PWMAG
1210
Pinnacle Wealth Management Advisory Group
New Jersey
$528K -$22.4K -135 -4%
CBB
1211
Citizens Business Bank
California
$528K
CA
1212
Continuum Advisory
Idaho
$526K +$532K +3,203 New
STMM
1213
South Texas Money Management
Texas
$525K +$37.1K +223 +7%
CAG
1214
Crestwood Advisors Group
Massachusetts
$525K +$101K +606 +23%
WA
1215
Wheatland Advisors
Pennsylvania
$517K -$16.6K -100 -3%
EDRIA
1216
Edmonds Duncan Registered Investment Advisors
Kansas
$514K
JIC
1217
Joel Isaacson & Co
New York
$513K -$7.14K -43 -1%
PCM
1218
Perritt Capital Management
Illinois
$513K
PAMG
1219
Patton Albertson Miller Group
Tennessee
$512K -$59K -355 -10%
CCA
1220
Conservest Capital Advisors
Pennsylvania
$511K +$518K +3,117 New
IPAM
1221
ICICI Prudential Asset Management
India
$509K
ACM
1222
Alta Capital Management
Utah
$507K -$35.9K -216 -7%
TCOT
1223
Trust Company of Toledo
Ohio
$501K +$14.6K +88 +3%
EWM
1224
Empirical Wealth Management
Washington
$499K -$24.9K -150 -5%
ATIA
1225
American Trust Investment Advisors
New Hampshire
$497K +$37.4K +225 +8%