We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
326
LS Investment Advisors
Michigan
$242K +$699 +13 +0.3%
GHA
327
GW Henssler & Associates
Georgia
$240K +$233K +4,337 New
ACP
328
Ashfield Capital Partners
California
$239K
CNB
329
City National Bank
Delaware
$237K -$69.7K -1,296 -23%
ZIM
330
Zacks Investment Management
Illinois
$223K -$511K -9,511 -70%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$219K +$212K +3,953 New
Creative Planning
332
Creative Planning
Kansas
$217K +$210K +3,913 New
FNT
333
First National Trust
Pennsylvania
$213K +$207K +3,848 New
CIM
334
Calvert Investment Management
Maryland
$212K +$206K +3,839 New
I
335
IberiaBank
Louisiana
$203K -$66.6K -1,239 -25%
OAM
336
Occidental Asset Management
California
$202K +$196K +3,648 New
JIP
337
Jaffetilchin Investment Partners
Florida
$201K +$195K +3,623 New
MHC
338
Meyer Handelman Company
New York
$201K +$195K +3,625 New
First Manhattan
339
First Manhattan
New York
$183K
PMFA
340
Plante Moran Financial Advisors
Michigan
$181K
EWM
341
Evercore Wealth Management
New York
$166K
RWA
342
Ropes Wealth Advisors
Massachusetts
$161K
CF
343
CenterStar Fund
Illinois
$150K
CAM
344
ClariVest Asset Management
California
$144K +$140K +2,600 New
IWMPD
345
Integrated Wealth Management (Palm Desert)
California
$142K
USGIU
346
U.S. Global Investors (USGI)
Texas
$138K +$134K +2,500 New
FNBT
347
FineMark National Bank & Trust
Florida
$120K +$18.7K +348 +19%
CGT
348
Capital Guardian Trust
California
$119K +$1.34K +25 +1%
Simplex Trading
349
Simplex Trading
Illinois
$114K +$111K +2,062 New
AIM
350
Arcadia Investment Management
Michigan
$88K