We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
326
ProVise Management Group
Florida
$949K +$236K +1,850 +35%
BAM
327
Burnham Asset Management
New York
$940K -$25.5K -200 -3%
PCM
328
Parsons Capital Management
Rhode Island
$937K +$6.51K +51 +0.7%
ACM
329
Azimuth Capital Management
Michigan
$930K +$116K +905 +15%
GH
330
GAM Holding
Switzerland
$927K
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$920K +$21.7K +170 +3%
HFS
332
HL Financial Services
Kentucky
$904K +$85.6K +670 +11%
AIP
333
ARS Investment Partners
New York
$893K -$488K -3,819 -36%
MCM
334
Maple Capital Management
Vermont
$885K
NME
335
Notis-McConarty Edward
$861K +$831K +6,505 New
CCM
336
Covington Capital Management
California
$854K -$12.8K -100 -2%
SI
337
Stephens Inc
Arkansas
$852K +$33.2K +260 +4%
JIC
338
Joel Isaacson & Co
New York
$847K +$65.4K +512 +9%
BONST
339
Bank of Nova Scotia Trust
Ontario, Canada
$841K +$20.4K +160 +3%
AT
340
Arden Trust
Delaware
$834K +$29.4K +230 +4%
EVM
341
Eaton Vance Management
Massachusetts
$815K +$30.7K +240 +4%
QIM
342
Quantitative Investment Management
Virginia
$807K -$319K -2,500 -29%
BA
343
Boston Advisors
Massachusetts
$794K +$4.21K +33 +0.6%
Creative Planning
344
Creative Planning
Kansas
$788K +$139K +1,090 +22%
HCM
345
Highlander Capital Management
New Jersey
$788K
CIM
346
Calvert Investment Management
Maryland
$780K
VKH
347
Virtu KCG Holdings
New York
$771K -$1.38M -10,787 -65%
IB
348
Intrust Bank
Kansas
$757K -$162K -1,269 -18%
MFS
349
MSI Financial Services
Massachusetts
$746K +$260K +2,033 +57%
DA
350
Dunvegan Associates
California
$743K -$15.2K -119 -2%