We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
526
Palladium Partners
Virginia
$269K -$8.15K -160 -3%
GC
527
Grimes & Company
Massachusetts
$268K +$53.8K +1,056 +25%
MCM
528
MAI Capital Management
Ohio
$267K -$26.5K -520 -9%
CAMG
529
CWA Asset Management Group
Florida
$266K +$269K +5,276 New
PWAG
530
Polaris Wealth Advisory Group
California
$266K +$269K +5,282 New
RIA
531
Regal Investment Advisors
Michigan
$265K +$16.4K +321 +6%
WTC
532
WhitTier Trust Company
Nevada
$264K -$4.08K -80 -2%
FIM
533
Frontier Investment Management
Texas
$264K +$25.3K +496 +10%
SL
534
Summitry LLC
California
$262K +$264K +5,188 New
SCG
535
Sonata Capital Group
Washington
$261K – – –
TSW
536
Thompson Siegel & Walmsley
Virginia
$261K – – –
Jones Financial Companies
537
Jones Financial Companies
Missouri
$260K +$867 +17 +0.3%
BCM
538
Birmingham Capital Management
Alabama
$260K +$5.91K +116 +2%
GSBTD
539
Glenview State Bank Trust Department
Illinois
$258K +$261K +5,120 New
PNC
540
Park National Corp
Ohio
$258K +$261K +5,124 New
TCM
541
Texan Capital Management
Texas
$257K – – –
CFS
542
Commonwealth Financial Services
West Virginia
$253K -$33.3K -653 -12%
SNT
543
Security National Trust
West Virginia
$251K +$5.91K +116 +2%
Luther King Capital Management (LKCM)
544
Luther King Capital Management (LKCM)
Texas
$250K -$20.7K -407 -8%
RA
545
RFG Advisory
Alabama
$250K +$33K +648 +15%
HIMCH
546
Hartford Investment Management Co (HIMCO)
Connecticut
$247K +$249K +4,890 New
SIC
547
Salem Investment Counselors
North Carolina
$246K – – –
BC
548
Burney Company
Virginia
$246K +$245K +4,812 New
LH
549
Lebenthal Holdings
New York
$245K -$5.1K -100 -2%
FBNAT
550
FirstMerit Bank N.A. Trustee
Ohio
$242K -$33.4K -655 -12%