We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
601
Bar Harbor Wealth Management
New Hampshire
$364K -$37.5K -304 -10%
FFBTD
602
First Financial Bank - Trust Division
Ohio
$363K -$56.4K -457 -15%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$363K +$12.3K +100 +4%
FI
604
FormulaFolio Investments
Michigan
$362K +$330K +2,674 New
SCP
605
Syntal Capital Partners
Texas
$361K +$11.8K +96 +4%
BAM
606
Berkshire Asset Management
Pennsylvania
$359K +$14.6K +118 +5%
RA
607
RFG Advisory
Alabama
$358K -$153K -1,241 -32%
DAM
608
Diamant Asset Management
Connecticut
$358K – – –
SBSB
609
Sullivan, Bruyette, Speros & Blaney
Virginia
$355K – – –
BCM
610
BlueCrest Capital Management
Jersey
$351K -$197K -1,594 -38%
AL
611
Aspiriant LLC
California
$347K -$51K -413 -14%
WA
612
WBH Advisory
Maryland
$339K -$6.29K -51 -2%
FWM
613
Frontier Wealth Management
Missouri
$338K -$1.85K -15 -0.6%
IRF
614
IBM Retirement Fund
New York
$336K -$44.9K -364 -13%
BFC
615
Bedel Financial Consulting
Indiana
$334K – – –
BMC
616
Beaton Management Company
Massachusetts
$334K +$20.5K +166 +7%
GEM
617
Global Endowment Management
North Carolina
$331K – – –
KRSITF
618
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$330K -$64.6K -523 -18%
GWM
619
GSB Wealth Management
Connecticut
$328K – – –
VFA
620
Voya Financial Advisors
Connecticut
$327K -$133K -1,074 -31%
AF
621
Allworth Financial
California
$327K +$1.98K +16 +0.7%
GCMG
622
Gyroscope Capital Management Group
Florida
$326K -$13.6K -110 -4%
GT
623
Greenleaf Trust
Michigan
$323K +$295K +2,389 New
FT
624
Fiduciary Trust
Massachusetts
$321K -$37.2K -301 -11%
ZIC
625
ZWJ Investment Counsel
Georgia
$319K -$32.1K -260 -10%