We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BPM
1001
Bowling Portfolio Management
Ohio
$3.8M +$480K +10,221 +16%
SL
1002
Summitry LLC
California
$3.77M +$275K +5,860 +9%
MBTD
1003
Mechanics Bank - Trust Department
California
$3.76M -$64.1K -1,366 -2%
FPFS
1004
First Personal Financial Services
North Carolina
$3.76M +$21.2K +452 +0.6%
CWM
1005
Concentric Wealth Management
California
$3.75M +$183K +3,905 +6%
LPIC
1006
LeJeune Puetz Investment Counsel
Michigan
$3.75M +$23K +490 +0.7%
TCA
1007
Transcend Capital Advisors
New Jersey
$3.73M -$692K -14,732 -17%
HH
1008
Hilltop Holdings
Texas
$3.72M -$60.7K -1,294 -2%
WG
1009
Welch Group
Alabama
$3.71M +$487K +10,367 +17%
AAMA
1010
Advanced Asset Management Advisors
Ohio
$3.71M
EB
1011
Eastern Bank
Massachusetts
$3.71M +$18.8K +400 +0.6%
SYBT
1012
Stock Yards Bank & Trust
Kentucky
$3.69M +$141K +3,006 +4%
BB
1013
Berkshire Bank
Massachusetts
$3.69M +$249K +5,304 +8%
TC
1014
Telemus Capital
Michigan
$3.65M +$558K +11,879 +21%
WIS
1015
Wright Investors Service
Connecticut
$3.63M +$427K +9,099 +15%
HIC
1016
Holderness Investments Company
North Carolina
$3.63M +$6.1K +130 +0.2%
LIM
1017
Leavell Investment Management
Alabama
$3.63M +$3.29K +70 +0.1%
AI
1018
Ariel Investments
Illinois
$3.63M -$85K -1,810 -3%
CFA
1019
Carroll Financial Associates
North Carolina
$3.62M +$47.5K +1,011 +1%
LFAS
1020
Level Four Advisory Services
Texas
$3.61M -$22.2K -473 -0.7%
IA
1021
IFG Advisory
Georgia
$3.61M +$379K +8,063 +13%
DCM
1022
Dupont Capital Management
Delaware
$3.6M -$2.12M -45,255 -39%
IFAM
1023
Institutional & Family Asset Management
Colorado
$3.59M -$23K -491 -0.7%
HAG
1024
HighPoint Advisor Group
Illinois
$3.58M +$37.8K +806 +1%
BCWM
1025
Bartlett & Co Wealth Management
Ohio
$3.58M -$280K -5,973 -8%