We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
351
Beaumont Financial Advisors
Massachusetts
$471K – – –
SDAM
352
Shulman DeMeo Asset Management
New York
$466K +$7.9K +149 +2%
ACP
353
Ashfield Capital Partners
California
$460K -$5.3K -100 -1%
KC
354
Kenfarb & Co
Kentucky
$460K – – –
CAM
355
Campion Asset Management
Virginia
$458K – – –
SPIA
356
Steward Partners Investment Advisory
New York
$458K +$42.5K +802 +11%
William Blair & Company
357
William Blair & Company
Illinois
$457K -$30K -565 -6%
HIA
358
Harbor Investment Advisory
Maryland
$446K – – –
PIA
359
Pinion Investment Advisors
Kansas
$441K – – –
IFG
360
Independent Financial Group
California
$440K +$29.1K +548 +7%
DA
361
Detalus Advisors
Missouri
$433K – – –
CCM
362
Cohen Capital Management
California
$429K – – –
GHA
363
GW Henssler & Associates
Georgia
$429K – – –
SXL
364
Summit X LLC
Missouri
$421K -$37.7K -710 -9%
CCG
365
Cypress Capital Group
Florida
$420K +$50.6K +955 +14%
Capital World Investors
366
Capital World Investors
California
$416K – – –
AIC
367
Archer Investment Corporation
Indiana
$410K – – –
GAM
368
Garrison Asset Management
Arkansas
$408K +$6.1K +115 +2%
IIM
369
Ipswich Investment Management
Massachusetts
$402K – – –
MF
370
Magnetar Financial
Illinois
$397K -$3.71M -69,945 -91%
LF
371
Lantz Financial
Illinois
$397K +$29.1K +549 +8%
CNC
372
Canandaigua National Corp
New York
$396K -$955 -18 -0.3%
Jones Financial Companies
373
Jones Financial Companies
Missouri
$394K +$13.3K +251 +4%
CA
374
Continuum Advisory
Idaho
$393K +$158K +2,971 +67%
S
375
SignatureFD
Georgia
$385K +$16.6K +313 +5%