We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
201
Raymond James Trust
Florida
$2.77M -$123K -2,191 -4%
ZAM
202
Zevin Asset Management
Massachusetts
$2.75M +$2.88M +51,440 New
Creative Planning
203
Creative Planning
Kansas
$2.73M +$564K +10,088 +25%
LSV Asset Management
204
LSV Asset Management
Illinois
$2.71M +$175K +3,120 +7%
CIM
205
Calvert Investment Management
Maryland
$2.67M +$122K +2,177 +5%
IPC
206
Independent Portfolio Consultants
Florida
$2.67M +$1.07M +19,146 +62%
GCM
207
Garland Capital Management
Washington
$2.66M +$351K +6,280 +14%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$2.66M +$461K +8,243 +20%
ADMI
209
Albert D. Mason Inc
Massachusetts
$2.62M +$96.2K +1,720 +4%
M
210
MOTCO
Texas
$2.6M -$81.1K -1,449 -3%
FNT
211
First National Trust
Pennsylvania
$2.58M +$965K +17,255 +55%
LCS
212
Levin Capital Strategies
New York
$2.52M – – –
PCC
213
Park Circle Company
Maryland
$2.47M +$519K +9,280 +25%
OMC
214
Old Mission Capital
Illinois
$2.45M +$2.56M +45,806 New
RCM
215
Riverhead Capital Management
Delaware
$2.44M – – –
MA
216
MUFG Americas
New York
$2.41M -$3.97K -71 -0.2%
CRC
217
Curi RMB Capital
Illinois
$2.4M -$331K -5,925 -12%
PP
218
PDT Partners
New York
$2.38M -$10M -179,563 -80%
KT
219
Kanaly Trust
Texas
$2.38M +$347K +6,203 +16%
MHC
220
Meyer Handelman Company
New York
$2.36M +$35.8K +640 +1%
EB
221
Eastern Bank
Massachusetts
$2.36M +$5.71K +102 +0.2%
JC
222
Jacobs & Co
California
$2.36M +$1.58M +28,254 +178%
OPCM
223
Osborne Partners Capital Management
California
$2.32M -$12.9K -230 -0.5%
Diamond Hill Capital Management
224
Diamond Hill Capital Management
Ohio
$2.31M +$1.75M +31,312 +263%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$2.31M +$349K +6,245 +17%