We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Poehling Capital Management
Wisconsin
$7.07M +$2.26M +17,408 +53%
AC
127
Addenda Capital
Quebec, Canada
$7.02M +$3.51K +27 +0.1%
LSWM
128
Lorne Steinberg Wealth Management
Canada
$6.94M -$124K -955 -2%
Creative Planning
129
Creative Planning
Kansas
$6.73M +$647K +4,980 +12%
TBA
130
Tower Bridge Advisors
Pennsylvania
$6.67M -$589K -4,530 -9%
William Blair & Company
131
William Blair & Company
Illinois
$6.51M -$359K -2,761 -6%
SC
132
Saybrook Capital
North Carolina
$6.41M -$1.23M -9,437 -17%
First Eagle Investment Management
133
First Eagle Investment Management
New York
$6.39M +$2.36M +18,172 +66%
SBWIC
134
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.36M +$229K +1,761 +4%
MIF
135
Mediolanum International Funds
Ireland
$6.32M +$23.1M +178,105 New
Verition Fund Management
136
Verition Fund Management
Connecticut
$6.32M +$5.85M +45,055 New
AMBIA
137
Allen Mooney & Barnes Investment Advisors
Georgia
$6.28M -$108K -831 -2%
AAM
138
AR Asset Management
California
$6.22M -$88.4K -680 -2%
CAC
139
Core Alternative Capital
Georgia
$6.09M -$707K -5,443 -11%
BFM
140
Boston Financial Management
Massachusetts
$6.06M -$1.76M -13,561 -24%
SHA
141
Seneca House Advisors
Virginia
$5.92M -$9.36K -72 -0.2%
HPC
142
HM Payson & Co
Maine
$5.9M -$632K -4,862 -10%
RSVP
143
Ramsay Stattman Vela & Price
Colorado
$5.84M -$300K -2,309 -5%
TWC
144
TD Waterhouse Canada
Ontario, Canada
$5.8M +$148K +1,136 +3%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$5.74M -$712K -5,477 -12%
WA
146
Waverly Advisors
Alabama
$5.67M +$546K +4,203 +12%
FPFS
147
First Personal Financial Services
North Carolina
$5.65M -$44.6K -343 -0.8%
PS
148
Principal Securities
Iowa
$5.64M +$301K +2,319 +6%
PHS
149
Pekin Hardy Strauss
Illinois
$5.63M +$845K +6,505 +19%
MWM
150
Moran Wealth Management
Florida
$5.56M -$37.3K -287 -0.7%