We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1126
Smith & Howard Wealth Management
Georgia
$204K +$7.58K +50 +4%
BFA
1127
Beaumont Financial Advisors
Massachusetts
$201K -$15.8K -104 -7%
HIIFS
1128
Harel Insurance Investments & Financial Services
Israel
$197K +$95.3K +629 +101%
BCP
1129
Blue Chip Partners
Michigan
$192K +$606 +4 +0.3%
VCM
1130
Versant Capital Management
Arizona
$190K -$7.73K -51 -4%
FAM
1131
Formidable Asset Management
Ohio
$181K – – –
SAMC
1132
Shinko Asset Management Company
Japan
$180K -$13.9K -92 -7%
CHP
1133
Cable Hill Partners
Oregon
$178K -$10.3K -68 -6%
MWP
1134
MYCIO Wealth Partners
Pennsylvania
$178K +$67K +442 +64%
FCCM
1135
First City Capital Management
Georgia
$170K -$7.58K -50 -4%
RWM
1136
Raffa Wealth Management
District of Columbia
$164K +$154K +1,015 +4,229%
KA
1137
Klingman & Associates
New York
$153K – – –
PI
1138
PineBridge Investments
New York
$152K +$123K +813 +528%
CAW
1139
Cornerstone Advisors (Washington)
Washington
$148K +$9.85K +65 +7%
AOWM
1140
Alpha Omega Wealth Management
Virginia
$146K – – –
ZB
1141
Zions Bancorporation
Utah
$139K +$63.2K +417 +88%
AC
1142
Alexandria Capital
Virginia
$129K +$35.2K +232 +39%
IWC
1143
Integrated Wealth Counsel
California
$110K -$106K -700 -50%
FFC
1144
First Financial Corp
Indiana
$110K +$48.5K +320 +85%
LNB
1145
Ledyard National Bank
$107K – – –
TSW
1146
Thompson Siegel & Walmsley
Virginia
$106K – – –
CWM
1147
Cranbrook Wealth Management
Michigan
$102K – – –
MFW
1148
Mosaic Family Wealth
Missouri
$102K – – –
TIM
1149
Tortoise Investment Management
New York
$100K – – –
HCC
1150
Hirtle Callaghan & Co
Pennsylvania
$98K -$20.8K -137 -18%
44 45
46
47 48