We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1051
Realta Investment Advisors
Delaware
$20.1M +$876K +5,080 +4%
FDCC
1052
Foster Dykema Cabot & Co
Massachusetts
$20.1M +$110K +640 +0.5%
JFGIW
1053
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20M -$103K -600 -0.5%
EFS
1054
Essex Financial Services
Connecticut
$20M +$2.61M +15,140 +14%
RC
1055
Roundview Capital
New Jersey
$20M +$3.08M +17,840 +17%
SC
1056
Sepio Capital
Utah
$19.9M +$307K +1,780 +1%
MCA
1057
Magnolia Capital Advisors
Mississippi
$19.9M +$15.7M +90,740 +296%
NCM
1058
Novare Capital Management
North Carolina
$19.8M +$1.24M +7,160 +6%
GHA
1059
GW Henssler & Associates
Georgia
$19.8M +$5.45M +31,580 +35%
FCBT
1060
First Citizens Bank & Trust
North Carolina
$19.8M +$442K +2,560 +2%
LDFR
1061
Lehman & Derafelo Financial Resources
Pennsylvania
$19.8M -$1.19M -6,900 -5%
XWM
1062
Xcel Wealth Management
Florida
$19.8M +$1.98M +11,460 +11%
TI
1063
Truehand Inc
New Hampshire
$19.8M
NL
1064
NWAM LLC
Washington
$19.8M +$1.72M +10,000 +9%
LWM
1065
Lyell Wealth Management
California
$19.7M +$252K +1,460 +1%
SI
1066
Symmetry Investments
Jersey
$19.7M -$3.48M -20,200 -14%
IMPI
1067
Ilmarinen Mutual Pension Insurance
Finland
$19.7M +$3.45M +20,000 +20%
MYLI
1068
Meiji Yasuda Life Insurance
Japan
$19.7M -$348K -2,020 -2%
DLCIG
1069
D.L. Carlson Investment Group
New Hampshire
$19.7M -$193K -1,120 -0.9%
WPW
1070
Waldron Private Wealth
Pennsylvania
$19.7M +$2.47M +14,340 +14%
MCM
1071
Mitchell Capital Management
Kansas
$19.5M +$3M +17,420 +17%
CCM
1072
Coerente Capital Management
Ontario, Canada
$19.5M -$75.9K -440 -0.4%
FAT
1073
First American Trust
California
$19.5M +$3.29M +19,080 +19%
ANBT
1074
American National Bank & Trust
Texas
$19.5M +$75.9K +440 +0.4%
BG
1075
BRX Global
New York
$19.4M