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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
526
Prio Wealth Limited Partnership
Massachusetts
$304K
AWM
527
AllSquare Wealth Management
New York
$303K -$33.7K -640 -10%
BCM
528
Bayesian Capital Management
New York
$303K +$54.4K +1,032 +23%
WP
529
WealthSource Partners
California
$300K +$292K +5,534 New
BMO
530
Beck Mack & Oliver
New York
$294K
SNT
531
Security National Trust
West Virginia
$293K -$11.5K -218 -4%
SG Americas Securities
532
SG Americas Securities
New York
$291K +$283K +5,380 New
SG
533
Societe Generale
$291K +$283K +5,380 New
FDS
534
First Dallas Securities
Texas
$287K -$20K -380 -7%
PNC
535
Park National Corp
Ohio
$286K -$13.7K -260 -5%
PVWM
536
Point View Wealth Management
New Jersey
$285K +$16.4K +311 +6%
SAM
537
SignalPoint Asset Management
Missouri
$285K +$43.2K +820 +18%
WTC
538
WhitTier Trust Company
Nevada
$284K
PHS
539
Pekin Hardy Strauss
Illinois
$282K -$31.6K -600 -10%
FC
540
FCA Corp
Texas
$282K +$42.1K +800 +18%
GAM
541
Garrison Asset Management
Arkansas
$281K -$131K -2,480 -32%
HB
542
Homrich & Berg
Georgia
$280K -$67.5K -1,281 -20%
JWA
543
JFS Wealth Advisors
Pennsylvania
$279K -$35.1K -666 -11%
GSBTD
544
Glenview State Bank Trust Department
Illinois
$277K
OC
545
Oakworth Capital
Alabama
$277K +$9.17K +174 +3%
GWM
546
Geneos Wealth Management
Colorado
$274K -$71K -1,348 -21%
Chevy Chase Trust
547
Chevy Chase Trust
Maryland
$273K -$68.9K -1,307 -21%
CCG
548
Chatham Capital Group
Georgia
$273K -$14.8K -280 -5%
TSS
549
Two Sigma Securities
New York
$273K +$265K +5,039 New
CCM
550
Compton Capital Management
Rhode Island
$272K +$46K +874 +21%