We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$826K +$7.49K +32 +0.9%
TAM
702
Trust Asset Management
Texas
$825K -$3.28K -14 -0.4%
CPA
703
Capital Planning Advisors
California
$815K
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$815K +$29.5K +126 +4%
Kovitz Investment Group Partners
705
Kovitz Investment Group Partners
Illinois
$812K -$2.66M -11,382 -77%
IC
706
Inverness Counsel
New York
$812K +$417K +1,781 +111%
PMA
707
Prudent Man Advisors
Illinois
$796K -$12.2K -52 -2%
SAM
708
S.A. Mason
Michigan
$794K +$234 +1 +0%
Impax Asset Management Group
709
Impax Asset Management Group
United Kingdom
$791K
ANI
710
American National Insurance
Texas
$790K -$179K -765 -19%
MHS
711
M Holdings Securities
Oregon
$787K +$769K +3,285 New
PFC
712
Phocas Financial Corp
California
$778K
REMPR
713
Roof Eidam Maycock Peralta (REMP)
California
$775K
PP
714
Paloma Partners
Connecticut
$774K -$98.3K -420 -12%
SC
715
Savant Capital
Illinois
$774K +$46.8K +200 +7%
GWCM
716
Godshalk Welsh Capital Management
Pennsylvania
$772K
PFG
717
Peterson Financial Group
Iowa
$768K +$41.9K +179 +6%
FNBOO
718
First National Bank of Omaha
Nebraska
$768K -$5.62K -24 -0.7%
BJL
719
Brighton Jones LLC
Washington
$768K +$60.9K +260 +9%
RWB
720
RMR Wealth Builders
New Jersey
$750K +$732K +3,128 New
CG
721
Colony Group
Massachusetts
$748K +$13.6K +58 +2%
SF
722
Summit Financial
New Jersey
$748K +$8.66K +37 +1%
AG
723
AIA Group
Hong Kong
$743K +$243K +1,036 +50%
WPW
724
Waldron Private Wealth
Pennsylvania
$739K +$8.66K +37 +1%
PCS
725
Personal CFO Solutions
New Jersey
$739K +$15K +64 +2%