We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$594K +$216 +5 +0%
APC
302
Aspire Private Capital
North Carolina
$590K -$19.3K -448 -3%
OWA
303
Outlook Wealth Advisors
Texas
$578K -$627K -14,542 -53%
WS
304
Wedbush Securities
California
$554K -$5.18K -120 -1%
DIM
305
DC Investments Management
Virginia
$554K – – –
CI
306
Conning Inc
Connecticut
$551K -$128K -2,967 -19%
CP
307
Covenant Partners
Tennessee
$544K +$529K +12,263 New
CFN
308
Cordasco Financial Network
Florida
$539K +$4.05K +94 +0.8%
Voloridge Investment Management
309
Voloridge Investment Management
Florida
$524K +$509K +11,807 New
BIAS
310
Beacon Investment Advisory Services
New Jersey
$523K – – –
BF
311
BOK Financial
Oklahoma
$522K -$34.9K -808 -6%
BCM
312
BlueCrest Capital Management
Jersey
$516K +$502K +11,635 New
GT
313
Glenmede Trust
Pennsylvania
$508K +$13.6K +315 +3%
GI
314
GAMCO Investors
Connecticut
$502K – – –
PA
315
PFG Advisors
Arizona
$499K -$107K -2,490 -18%
BFA
316
Beaumont Financial Advisors
Massachusetts
$499K -$9.71K -225 -2%
AIC
317
Ameritas Investment Company
Nebraska
$498K +$424K +9,831 +707%
GAM
318
Gotham Asset Management
New York
$482K -$80.9K -1,875 -15%
PAI
319
Pittenger & Anderson Inc
Nebraska
$475K – – –
CWM
320
Chesapeake Wealth Management
Virginia
$472K +$458K +10,624 New
SCM
321
Stonebridge Capital Management
California
$471K -$278K -6,450 -38%
SMC
322
Smith, Moore & Co
Missouri
$446K +$1.17K +27 +0.3%
MAS
323
Madden Advisory Services
Florida
$443K – – –
ACM
324
Azimuth Capital Management
Michigan
$439K – – –
CNBT
325
Canandaigua National Bank & Trust
New York
$436K +$126K +2,910 +42%