We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$664K +$15.7K +80 +3%
PSP
502
Principal Street Partners
Tennessee
$660K +$11.4K +58 +2%
MAM
503
Martingale Asset Management
Massachusetts
$659K -$529K -2,696 -46%
SI
504
Stephens Inc
Arkansas
$656K +$14.7K +75 +2%
MIH
505
Meitav Investment House
Israel
$653K +$618K +3,149 New
FC
506
Farringdon Capital
United Kingdom
$650K +$618K +3,149 New
WC
507
Waterloo Capital
Texas
$648K +$68.4K +349 +13%
RT
508
Rockland Trust
Massachusetts
$644K -$6.28K -32 -1%
MFS
509
Miller Financial Services
Michigan
$637K +$606K +3,089 New
RSWM
510
Robertson Stephens Wealth Management
California
$637K -$101K -516 -14%
ASN
511
Advisory Services Network
Georgia
$634K -$133K -677 -18%
PCA
512
Pallas Capital Advisors
Massachusetts
$634K +$276K +1,405 +84%
SPA
513
Sherbrooke Park Advisers
New York
$629K -$115K -584 -16%
Kovitz Investment Group Partners
514
Kovitz Investment Group Partners
Illinois
$628K +$597K +3,044 New
VI
515
Vestcor Inc
New Brunswick, Canada
$612K -$588 -3 -0.1%
MNBTD
516
Moody National Bank Trust Division
Texas
$607K -$44.1K -225 -7%
OF
517
Optimize Financial
California
$607K +$577K +2,942 New
Fayez Sarofim & Co
518
Fayez Sarofim & Co
Texas
$601K – – –
GWM
519
Geneos Wealth Management
Colorado
$591K +$9.61K +49 +2%
KeyBank National Association
520
KeyBank National Association
Ohio
$590K +$122K +623 +28%
IA
521
IFP Advisors
Florida
$586K -$6.08K -31 -1%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$569K -$82.2K -419 -13%
CAAS
523
Capital Asset Advisory Services
Michigan
$567K – – –
CTC
524
Central Trust Company
Missouri
$565K -$159K -813 -23%
AWM
525
Axxcess Wealth Management
California
$565K – – –