We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
701
R.M. Davis Inc
Maine
$204K
PMG
702
ProVise Management Group
Florida
$202K +$205K +1,458 New
EI
703
EDMP Inc
Florida
$201K +$204K +1,450 New
AIM
704
Assured Investment Management
New York
$200K +$204K +1,444 New
LWM
705
Lenox Wealth Management
Ohio
$194K -$16.1K -114 -8%
KTC
706
Kistler-Tiffany Companies
Pennsylvania
$182K
ARMT
707
Amica Retiree Medical Trust
Rhode Island
$177K
OIA
708
Optimum Investment Advisors
Illinois
$169K
SC
709
SRB Corp
Massachusetts
$165K +$27.2K +193 +19%
MAM
710
Mizuho Asset Management
Japan
$165K +$62.4K +443 +59%
W
711
Wealthfront
California
$161K -$4.79K -34 -3%
GIS
712
Guardian Investor Services
New York
$161K -$2.4K -17 -1%
FCCM
713
First City Capital Management
Georgia
$157K +$21.1K +150 +15%
KT
714
Kanaly Trust
Texas
$153K -$2.25K -16 -1%
FI
715
FCM Investments
Texas
$153K
PCM
716
Prelude Capital Management
New York
$153K +$155K +1,100 New
AIM
717
Advantage Investment Management
Iowa
$148K -$5.07K -36 -3%
AB
718
Atlas Brown
Kentucky
$140K -$17.6K -125 -11%
KPCM
719
Kings Point Capital Management
New York
$139K +$846 +6 +0.6%
OAM
720
Orinda Asset Management
California
$137K -$76.5K -543 -36%
WT
721
Whittier Trust
California
$134K -$67.7K -480 -33%
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$124K -$46.5K -330 -27%
First Manhattan
723
First Manhattan
New York
$122K -$1.55K -11 -1%
OC
724
Oakworth Capital
Alabama
$118K +$98.8K +701 +470%
BL
725
Balentine LLC
Georgia
$118K +$120K +854 New