We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
876
West Oak Capital
California
$328K -$57.4K -375 -15%
MRCM
877
M&R Capital Management
New Jersey
$326K -$79.6K -520 -20%
FMTC
878
Farmers & Merchants Trust Company
California
$326K
PIA
879
Pinion Investment Advisors
Kansas
$322K +$29.2K +191 +10%
JIC
880
Joel Isaacson & Co
New York
$320K
WKWM
881
Walter & Keenan Wealth Management
Indiana
$319K -$91.8K -600 -23%
KCPG
882
Kavar Capital Partners Group
Kansas
$318K
SFG
883
Summit Financial Group
West Virginia
$318K
BOH
884
Bank of Hawaii
Hawaii
$313K +$62.4K +408 +25%
CFG
885
Capstone Financial Group
Oklahoma
$311K +$306K +2,001 New
NIM
886
Northeast Investment Management
Massachusetts
$307K
Financial Engines Advisors
887
Financial Engines Advisors
California
$306K +$3.52K +23 +1%
OL
888
Optas LLC
Texas
$306K +$299K +1,957 New
PL
889
Plancorp LLC
Missouri
$305K -$612 -4 -0.2%
SIG
890
Sky Investment Group
Connecticut
$305K +$1.99K +13 +0.7%
Cohen & Steers
891
Cohen & Steers
New York
$304K -$3.23M -21,130 -92%
CL
892
CPWM LLC
Washington
$301K +$9.18K +60 +3%
GIA
893
GHP Investment Advisors
Colorado
$301K +$45.1K +295 +18%
TAM
894
Trillium Asset Management
Massachusetts
$299K -$5.2K -34 -2%
LIM
895
Leavell Investment Management
Alabama
$299K -$4.9K -32 -2%
CT
896
Cambridge Trust
Massachusetts
$298K +$292K +1,910 New
AC
897
Asio Capital
Kentucky
$298K +$293K +1,915 New
CFG
898
Citizens Financial Group
Rhode Island
$297K +$98.4K +643 +51%
WWM
899
Western Wealth Management
Colorado
$296K -$166K -1,083 -36%
AIM
900
Aspen Investment Management
Michigan
$293K