We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1051
D.J. St. Germain
Massachusetts
$363K
MWM
1052
Merriman Wealth Management
Washington
$357K -$18.3K -140 -5%
BO
1053
Bank OZK
Arkansas
$357K
BP
1054
Ballentine Partners
Massachusetts
$356K +$58.9K +452 +20%
WA
1055
Winfield Associates
Ohio
$355K -$15.6K -120 -4%
SWM
1056
SVA Wealth Management
Wisconsin
$354K +$86K +660 +32%
CA
1057
Cornerstone Advisory
Maryland
$352K
LA
1058
Lucus Advisors
New York
$351K -$172K -1,322 -33%
WPC
1059
White Pine Capital
Minnesota
$351K
ICM
1060
Ionic Capital Management
New York
$351K +$352K +2,700 New
WEC
1061
Winslow Evans & Crocker
Massachusetts
$349K -$76.9K -590 -18%
AA
1062
Apriem Advisors
California
$348K +$108K +826 +45%
MIC
1063
Meridian Investment Counsel
California
$347K -$78.2K -600 -18%
RC
1064
Reik & Co
New York
$347K +$58K +445 +20%
BCM
1065
Brookstone Capital Management
Illinois
$345K +$346K +2,653 New
PFBT
1066
Parkside Financial Bank & Trust
Missouri
$343K +$21.4K +164 +7%
CIA
1067
Choate Investment Advisors
Massachusetts
$341K
AF
1068
Aldebaran Financial
$335K
ECM
1069
Exchange Capital Management
Michigan
$334K +$35.1K +269 +12%
CGL
1070
Clarius Group LLC
Washington
$332K -$160K -1,226 -32%
BIAS
1071
Beacon Investment Advisory Services
New Jersey
$332K
GD
1072
Grandfield & Dodd
New York
$330K
GVT
1073
Genesee Valley Trust
New York
$330K +$331K +2,538 New
VCM
1074
Vision Capital Management
Oregon
$329K +$330K +2,531 New
KTC
1075
Kistler-Tiffany Companies
Pennsylvania
$326K +$77K +591 +31%