We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
701
CIBC Bank USA
Illinois
$996K +$84.9K +3,742 +10%
PRS
702
Pinkerton Retirement Specialists
Idaho
$984K +$627K +27,607 New
CIP
703
Cornerstone Investment Partners
Georgia
$983K -$224K -9,870 -19%
EHWM
704
Eads & Heald Wealth Management
Georgia
$981K -$12.1K -535 -1%
NBC
705
Neuberger Berman Canada
Ontario, Canada
$977K +$44.2K +1,949 +5%
IIM
706
Intact Investment Management
Quebec, Canada
$959K +$108K +4,752 +13%
PMG
707
ProVise Management Group
Florida
$931K +$61.6K +2,716 +7%
SACTSONJ
708
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$919K
PWS
709
Peloton Wealth Strategists
Indiana
$912K
MIM
710
Martin Investment Management
Florida
$911K -$33.7K -1,485 -4%
GAM
711
Guinness Asset Management
United Kingdom
$911K +$876K +38,586 New
LNWWM
712
Laird Norton Wetherby Wealth Management
California
$895K +$42.3K +1,865 +5%
OC
713
Oppenheimer & Co
New York
$890K -$200K -8,834 -19%
BBI
714
Baxter Bros Inc
Connecticut
$885K -$97.1K -4,277 -10%
EWM
715
Edge Wealth Management
New York
$884K +$545K +24,021 +182%
HCM
716
Highbridge Capital Management
New York
$878K -$15M -663,075 -95%
GT
717
Glenview Trust
Kentucky
$876K +$842K +37,082 New
CIM
718
CIM Investment Management
Pennsylvania
$870K
FBT
719
Founders Bank & Trust
Michigan
$860K -$43K -1,896 -5%
ICM
720
IMS Capital Management
Oregon
$850K +$816K +35,973 New
CAM
721
Centre Asset Management
New York
$842K
AP
722
Advisor Partners
California
$824K +$92.7K +4,085 +13%
GS
723
GAM Systematic
United Kingdom
$808K +$776K +34,195 New
ATC
724
Argent Trust Company
Louisiana
$799K +$1.61K +71 +0.2%
GIA
725
GHP Investment Advisors
Colorado
$788K +$48.5K +2,139 +7%