We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
501
Grassi Investment Management
California
$532K – – –
ECM
502
Everence Capital Management
Indiana
$531K -$134K -6,750 -21%
TCA
503
Teewinot Capital Advisers
New York
$526K – – –
BCWM
504
Bartlett & Co Wealth Management
Ohio
$520K +$396 +20 +0.1%
AA
505
ALPS Advisors
Colorado
$518K -$70K -3,538 -12%
BC
506
Bartlett & Co
Ohio
$516K +$396 +20 +0.1%
TAM
507
Trust Asset Management
Texas
$516K +$9.28K +469 +2%
JCM
508
Jacobi Capital Management
Pennsylvania
$516K +$49.3K +2,494 +11%
SBH
509
Segall Bryant & Hamill
Illinois
$506K +$482K +24,360 New
AF
510
Allworth Financial
California
$504K -$4.27K -216 -0.9%
ST
511
Smithfield Trust
Pennsylvania
$503K -$4.35K -220 -0.9%
SC
512
SRB Corp
Massachusetts
$503K +$479K +24,207 New
MYAM
513
Meiji Yasuda Asset Management
Japan
$502K -$275K -13,900 -37%
FA
514
FDx Advisors
Illinois
$500K -$385K -19,475 -45%
IRF
515
IBM Retirement Fund
New York
$498K -$1.56K -79 -0.3%
MBT
516
Montecito Bank & Trust
California
$498K +$1.52K +77 +0.3%
EWM
517
Empirical Wealth Management
Washington
$493K +$86.9K +4,392 +23%
CWM
518
Concentric Wealth Management
California
$482K -$13.6K -685 -3%
TCM
519
Tufton Capital Management
Maryland
$482K -$3.76K -190 -0.8%
DLA
520
Douglas Lane & Associates
New York
$479K -$21.5K -1,087 -5%
LMAM
521
Legg Mason Asset Management
Japan
$479K – – –
SMH
522
Sanders Morris Harris
Texas
$479K +$453K +22,884 New
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$477K -$6.55K -331 -1%
CF
524
Copperwynd Financial
Arizona
$476K +$16.4K +827 +4%
JC
525
Jacobs & Co
California
$476K +$23.7K +1,197 +6%