We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
McMillion Capital Management
North Carolina
$641K +$13.9K +500 +2%
CC
402
Corsicana & Co
Texas
$640K
CC
403
Courier Capital
New York
$639K
AP
404
Advisor Partners
California
$636K -$7.1K -256 -1%
ST
405
Sabal Trust
Florida
$634K
GVAG
406
Great Valley Advisor Group
Delaware
$632K +$235K +8,458 +55%
GD
407
Grandfield & Dodd
New York
$630K
FFM
408
Forum Financial Management
Illinois
$630K +$657K +23,676 New
WIM
409
Wittenberg Investment Management
Massachusetts
$628K
RWM
410
Ritholtz Wealth Management
New York
$625K +$90.4K +3,260 +16%
DWA
411
Douglass Winthrop Advisors
New York
$619K
MA
412
Mutual Advisors
Nebraska
$618K +$13.5K +487 +2%
GTCM
413
Gyon Technologies Capital Management
New Jersey
$617K +$643K +23,177 New
CAM
414
Cresset Asset Management
Illinois
$608K -$93.5K -3,372 -13%
VC
415
Vicus Capital
Pennsylvania
$604K -$314K -11,303 -37%
AC
416
Avestar Capital
New York
$604K +$23.8K +857 +4%
WC
417
Woodstock Corp
Massachusetts
$601K -$20.8K -750 -3%
JGUA
418
John G. Ullman & Associates
New York
$593K -$5.55K -200 -0.9%
KCPG
419
Kavar Capital Partners Group
Kansas
$587K -$261K -9,407 -30%
PAS
420
Park Avenue Securities
New York
$586K +$99.6K +3,591 +19%
QCG
421
Quadrant Capital Group
Ohio
$577K +$68.1K +2,455 +13%
SW
422
SVB Wealth
Massachusetts
$572K -$53.1K -1,913 -8%
BIM
423
Bridges Investment Management
Nebraska
$566K +$105K +3,800 +22%
Kayne Anderson Rudnick Investment Management
424
Kayne Anderson Rudnick Investment Management
California
$563K +$804 +29 +0.1%
Bessemer Group
425
Bessemer Group
New Jersey
$561K +$126K +4,560 +28%