We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
851
Balasa Dinverno & Foltz
$358K +$28.2K +88 +8%
HPC
852
HM Payson & Co
Maine
$355K +$35K +109 +11%
SW
853
SVB Wealth
Massachusetts
$351K -$107K -334 -23%
LOAMS
854
Lombard Odier Asset Management (Switzerland)
Switzerland
$351K – – –
MC
855
Montag & Caldwell
Georgia
$350K – – –
OIA
856
Optimum Investment Advisors
Illinois
$347K – – –
Bessemer Group
857
Bessemer Group
New Jersey
$347K +$10.6K +33 +3%
CA
858
Cetera Advisors
Colorado
$336K +$30.8K +96 +10%
BWM
859
Buckley Wealth Management
Nevada
$336K +$338K +1,054 New
BBI
860
Baxter Bros Inc
Connecticut
$335K – – –
PA
861
Parallel Advisors
California
$335K +$14.1K +44 +4%
DFIG
862
Dragon Financial & Investment Group
California
$334K +$336K +1,047 New
RFA
863
Reilly Financial Advisors
California
$332K -$15.7K -49 -4%
MPI
864
Mairs & Power Inc
Minnesota
$327K -$8.98K -28 -3%
WIC
865
Whitegate Investment Counselors
New Hampshire
$327K +$3.21K +10 +1%
GCA
866
Gideon Capital Advisors
New York
$326K -$199K -619 -38%
LBC
867
Lowe Brockenbrough & Co
Virginia
$325K – – –
CF
868
Copperwynd Financial
Arizona
$324K +$326K +1,017 New
CCM
869
Compton Capital Management
Rhode Island
$321K +$323K +1,008 New
BC
870
Birchview Capital
Vermont
$319K – – –
DDPIC
871
Deroy & Devereaux Private Investment Counsel
Michigan
$319K – – –
IP
872
Investment Partners
Ohio
$319K – – –
PWP
873
Private Wealth Partners
California
$319K – – –
SPC
874
Sigma Planning Corp
Michigan
$317K +$75.1K +234 +31%
AWA
875
ARS Wealth Advisors
Florida
$315K +$42K +131 +15%