We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
901
Crew Capital Management
Ohio
$253K – – –
PSB
902
Piscataqua Savings Bank
New Hampshire
$253K – – –
MYLI
903
Meiji Yasuda Life Insurance
Japan
$251K +$259K +1,115 New
RPGK
904
Retirement Planning Group (Kansas)
Kansas
$251K +$259K +1,114 New
Kovitz Investment Group Partners
905
Kovitz Investment Group Partners
Illinois
$251K +$727K +3,131 New
PK
906
Pflug Koory
Nebraska
$244K +$252K +1,085 New
LRIA
907
Leonard Rickey Investment Advisors
Washington
$242K +$929 +4 +0.4%
AAS
908
Annex Advisory Services
Wisconsin
$240K – – –
HCM
909
Howard Capital Management
Georgia
$240K +$247K +1,065 New
KFGK
910
Keystone Financial Group (Kentucky)
Kentucky
$239K -$17.4K -75 -7%
WCM Investment Management
911
WCM Investment Management
California
$239K +$247K +1,063 New
CAG
912
Crestwood Advisors Group
Massachusetts
$239K -$232 -1 -0.1%
SF
913
Summit Financial
New Jersey
$236K +$244K +1,049 New
FCA
914
FLC Capital Advisors
California
$236K – – –
SLT
915
St Louis Trust
Missouri
$235K – – –
AT
916
Avalon Trust
New Mexico
$234K – – –
MAM
917
Milestone Asset Management
Pennsylvania
$232K -$533K -2,297 -69%
TCOT
918
Trust Company of Toledo
Ohio
$230K -$8.59K -37 -3%
PCMC
919
Paragon Capital Management (Colorado)
Colorado
$227K – – –
IAA
920
Independent Advisor Alliance
North Carolina
$227K +$5.11K +22 +2%
MWM
921
Modera Wealth Management
New Jersey
$226K -$65.5K -282 -22%
EFM
922
E Fund Management
China
$226K +$3.95K +17 +2%
FNBSF
923
First National Bank Sioux Falls
South Dakota
$225K – – –
GWM
924
Grand Wealth Management
Michigan
$225K – – –
SSW
925
Smith Shellnut Wilson
Mississippi
$225K – – –