We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
401
Princeton Portfolio Strategies Group
New Jersey
$495K -$52.1K -902 -10%
KIA
402
KCM Investment Advisors
California
$490K +$44.1K +763 +10%
SIC
403
Salem Investment Counselors
North Carolina
$482K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
404
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$479K – – –
FCM
405
Flinton Capital Management
Pennsylvania
$479K +$457K +7,903 New
AL
406
Airain Ltd
Guernsey
$461K +$440K +7,610 New
FCCM
407
First City Capital Management
Georgia
$459K – – –
IIM
408
Intact Investment Management
Quebec, Canada
$457K – – –
FAN
409
Financial Advisors Network
California
$445K +$401K +6,939 New
BTS
410
BB&T Securities
Virginia
$442K +$422K +7,304 New
FTIOP
411
Fiduciary Trust International of Pennsylvania
Pennsylvania
$441K +$4.39K +76 +1%
PGFC
412
Peapack-Gladstone Financial Corp
New Jersey
$439K – – –
MIM
413
Marco Investment Management
Georgia
$438K -$21.4K -370 -5%
CFG
414
Citizens Financial Group
Rhode Island
$433K – – –
GA
415
Geneva Advisors
Illinois
$429K +$25.5K +441 +7%
Mariner
416
Mariner
Kansas
$428K -$92.2K -1,596 -18%
CI
417
Cigna Investments
Connecticut
$425K +$406K +7,028 New
BSW
418
Buckingham Strategic Wealth
Missouri
$422K – – –
FB
419
Fulton Bank
Pennsylvania
$420K -$54.7K -947 -12%
PA
420
Profund Advisors
Maryland
$418K +$68.2K +1,180 +21%
CIC
421
Crawford Investment Counsel
Georgia
$415K +$5.2K +90 +1%
CAAS
422
Capital Asset Advisory Services
Michigan
$414K – – –
OWP
423
Obermeyer Wealth Partners
Colorado
$414K – – –
PG
424
Patten Group
Tennessee
$413K – – –
EWM
425
Endurance Wealth Management
Rhode Island
$411K – – –