We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CK
601
Cohen Klingenstein
New York
$756K – – –
Geneos Wealth Management
602
Geneos Wealth Management
Colorado
$744K +$72.7K +1,553 +11%
Glenview Trust
603
Glenview Trust
Kentucky
$731K -$23.4K -500 -3%
Tokio Marine Asset Management
604
Tokio Marine Asset Management
Japan
$731K +$43.2K +923 +6%
NewEdge Advisors
605
NewEdge Advisors
Louisiana
$728K -$117K -2,492 -14%
AMG National Trust Bank
606
AMG National Trust Bank
Colorado
$720K -$8.75K -187 -1%
LMR Partners
607
LMR Partners
United Kingdom
$718K – – –
GRQ
608
Gardner Russo & Quinn
Pennsylvania
$715K -$11K -235 -2%
PAWC
609
P.A.W. Capital
Connecticut
$715K +$117K +2,500 +20%
AP
610
Advisor Partners
California
$710K -$276K -5,905 -28%
IFWM
611
Institute for Wealth Management
Colorado
$710K -$139K -2,975 -17%
PWP
612
Principle Wealth Partners
Connecticut
$702K +$690K +14,732 New
ECM
613
Everence Capital Management
Indiana
$697K – – –
BRWA
614
B. Riley Wealth Advisors
Florida
$695K +$11.1K +238 +2%
Douglass Winthrop Advisors
615
Douglass Winthrop Advisors
New York
$692K -$82.4K -1,760 -11%
PT
616
Plimoth Trust
Massachusetts
$688K -$125K -2,664 -16%
JWM
617
JGP Wealth Management
Oregon
$688K +$208K +4,437 +41%
SC
618
Sawyer & Company
Massachusetts
$687K -$18.9K -404 -3%
SMC
619
Smith, Moore & Co
Missouri
$682K +$123K +2,629 +22%
CDH
620
Charles D. Hyman
$678K -$9.41K -201 -1%
Diversified Trust
621
Diversified Trust
Tennessee
$674K -$90.7K -1,937 -12%
AC
622
Addison Capital
Pennsylvania
$670K -$24K -513 -4%
NEI
623
Northwest & Ethical Investments
Ontario, Canada
$665K -$394K -8,414 -38%
Ameritas Investment Partners
624
Ameritas Investment Partners
Nebraska
$663K -$15.2K -325 -2%
DI
625
Diligent Investors
California
$663K +$33.8K +723 +5%