We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
201
Bank of the West
California
$116K +$120K +10,521 New
DWM
202
Dorchester Wealth Management
Quebec, Canada
$113K +$116K +10,200 New
Creative Planning
203
Creative Planning
Kansas
$111K -$17K -1,490 -13%
KCM
204
Kornitzer Capital Management
Kansas
$111K – – –
RHBC
205
R.H. Bluestein & Co
Michigan
$111K – – –
WTC
206
WhitTier Trust Company
Nevada
$104K – – –
CLOS
207
Compagnie Lombard Odier SCmA
Switzerland
$100K -$300K -26,300 -74%
EA
208
Edge Advisors
Georgia
$100K +$103K +9,044 New
IA
209
IFP Advisors
Florida
$98K -$29.6K -2,598 -23%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$96K +$46.2K +4,054 +89%
DADC
211
D.A. Davidson & Co
Montana
$84K -$7.99K -700 -8%
HighTower Advisors
212
HighTower Advisors
Illinois
$82K +$83.5K +7,321 New
DekaBank Deutsche Girozentrale
213
DekaBank Deutsche Girozentrale
Germany
$79K +$80.3K +7,036 New
FPF
214
FNY Partners Fund
New York
$77K +$79.9K +7,000 New
JP Morgan Chase
215
JP Morgan Chase
New York
$72K -$10.4K -915 -12%
NFA
216
Nationwide Fund Advisors
Ohio
$70K – – –
SGAM
217
Smith Group Asset Management
Texas
$62K -$2.28K -200 -3%
AIM
218
Anchor Investment Management
South Carolina
$55.4K – – –
SFFS
219
Stonehage Fleming Financial Services
Jersey
$55K – – –
FWM
220
Focused Wealth Management
New York
$52K – – –
WA
221
WFG Advisors
Texas
$48K +$44.5K +3,902 +846%
SIM
222
Sonora Investment Management
Arizona
$44K – – –
US Bancorp
223
US Bancorp
Minnesota
$44K +$12.3K +1,075 +36%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$41K +$42.1K +3,692 New
PIA
225
Phoenix Investment Adviser
New York
$35K +$36.5K +3,200 New