We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Compass Wealth Management
Connecticut
$912K +$860K +4,132 New
CCIA
802
Campbell & Co Investment Adviser
Maryland
$909K +$857K +4,121 New
CIC
803
Cornercap Investment Counsel
Georgia
$908K +$29.5K +142 +4%
SLWA
804
San Luis Wealth Advisors
California
$904K -$653K -3,140 -43%
WCA
805
Westover Capital Advisors
Delaware
$902K -$11K -53 -1%
LWAM
806
Legacy Wealth Asset Management
Minnesota
$902K -$832 -4 -0.1%
CCM
807
Coldstream Capital Management
Washington
$900K +$848K +4,078 New
Fisher Asset Management
808
Fisher Asset Management
Washington
$897K +$575K +2,763 +212%
LOAMS
809
Lombard Odier Asset Management (Switzerland)
Switzerland
$893K +$842K +4,049 New
MNBTD
810
Moody National Bank Trust Division
Texas
$888K
FAIM
811
Financial Advocates Investment Management
Washington
$883K -$633K -3,043 -43%
DGAM
812
Desjardins Global Asset Management
Quebec, Canada
$883K +$10.6K +51 +1%
FFWA
813
FRG Family Wealth Advisors
Washington
$875K -$21.8K -105 -3%
FA
814
FC Advisory
Pennsylvania
$874K
HI
815
Horizon Investments
North Carolina
$874K -$356K -1,710 -30%
MA
816
Montag & Associates
Georgia
$873K +$1.46K +7 +0.2%
SPC
817
Sigma Planning Corp
Michigan
$862K +$95.5K +459 +13%
APWM
818
Atlas Private Wealth Management
New York
$851K +$51.6K +248 +7%
BI
819
Ballast Inc
Kentucky
$850K +$12.1K +58 +2%
MBT
820
Montecito Bank & Trust
California
$850K
BOH
821
Bank of Hawaii
Hawaii
$849K -$1.25K -6 -0.2%
PF
822
Phoenix Financial
Israel
$839K +$791K +3,803 New
KFS
823
Kurt F. Somerville
$838K
CG
824
Colony Group
Massachusetts
$837K +$304K +1,459 +63%
QCG
825
Quadrant Capital Group
Ohio
$836K +$158K +760 +25%