We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Willingdon Wealth Management
North Carolina
$1.75M -$1.87M -12,437 -47%
TGAM
252
TBH Global Asset Management
Tennessee
$1.75M -$378K -2,520 -16%
LWCFA
253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.75M -$143K -953 -6%
TC
254
Telemus Capital
Michigan
$1.74M -$26.1K -174 -1%
BAM
255
Barrett Asset Management
New York
$1.74M -$206K -1,375 -9%
VAS
256
Vestmark Advisory Solutions
Massachusetts
$1.74M -$149K -991 -7%
PSUF
257
People's United Financial
Connecticut
$1.74M -$148K -986 -7%
SC
258
Searle & Co
Connecticut
$1.73M
HCA
259
Horan Capital Advisors
Ohio
$1.72M +$2.02M +13,484 +17,979%
WC
260
Westhampton Capital
North Carolina
$1.72M
SC
261
SouthState Corp
Florida
$1.71M -$613K -4,084 -23%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$1.71M +$394K +2,628 +23%
EGA
263
Eagle Global Advisors
Texas
$1.71M -$114K -760 -5%
RB
264
Rodgers Brothers
Pennsylvania
$1.69M -$7.5K -50 -0.4%
FMT
265
First Mercantile Trust
Tennessee
$1.69M +$114K +757 +6%
WEC
266
Winslow Evans & Crocker
Massachusetts
$1.69M -$6.6K -44 -0.3%
SCI
267
Stableford Capital II
Arizona
$1.66M +$1.96M +13,033 New
RFM
268
Royal Fund Management
Florida
$1.64M +$1.84M +12,260 +1,968%
DA
269
Dillon & Associates
Michigan
$1.63M +$37.5K +250 +2%
Bessemer Group
270
Bessemer Group
New Jersey
$1.62M +$348K +2,318 +22%
MC
271
Moors & Cabot
Massachusetts
$1.62M -$423K -2,817 -18%
BFO
272
Boston Family Office
Massachusetts
$1.61M +$97.1K +647 +5%
AAM
273
Auxier Asset Management
Oregon
$1.6M -$81.8K -545 -4%
NIC
274
Northwest Investment Counselors
Oregon
$1.58M -$55.4K -369 -3%
SIM
275
Sterling Investment Management
Arizona
$1.58M -$45K -300 -2%