We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
601
Logan Capital Management
Pennsylvania
$415K – – –
AAM
602
Auxier Asset Management
Oregon
$413K -$7.69K -592 -2%
BJL
603
Brighton Jones LLC
Washington
$409K -$91K -7,007 -17%
CB
604
Chemical Bank
Michigan
$408K -$6.49K -500 -1%
WI
605
Wedgewood Investors
Pennsylvania
$407K – – –
MIAN
606
Mariner Independent Advisor Network
Kansas
$407K +$147K +11,353 +48%
SPC
607
Sigma Planning Corp
Michigan
$403K +$81.5K +6,271 +22%
CHC
608
City Holding Co
West Virginia
$398K +$82.9K +6,386 +23%
EA
609
Elm Advisors
California
$394K – – –
HCP
610
Holt Capital Partners
Texas
$392K – – –
DBIA
611
Dumont & Blake Investment Advisors
New Jersey
$390K -$3.58K -276 -0.8%
WTC
612
WhitTier Trust Company
Nevada
$388K – – –
CBN
613
Cadence Bank NA
Texas
$384K +$11K +850 +3%
SIG
614
Schooner Investment Group
Pennsylvania
$380K -$286K -22,020 -40%
BTNA
615
Bremer Trust National Association
Minnesota
$380K +$67K +5,159 +19%
Brown Advisory
616
Brown Advisory
Maryland
$378K +$184K +14,131 +77%
CCA
617
Checchi Capital Advisers
California
$377K +$8.23K +634 +2%
FBNAT
618
FirstMerit Bank N.A. Trustee
Ohio
$368K +$41K +3,155 +11%
CWM
619
Concert Wealth Management
California
$366K +$9.7K +747 +2%
PWAP
620
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$363K – – –
CT
621
Cambridge Trust
Massachusetts
$363K +$42K +3,231 +12%
PRC
622
Platte River Capital
Colorado
$363K +$406K +31,246 New
GD
623
Grandfield & Dodd
New York
$361K – – –
CCM
624
Compton Capital Management
Rhode Island
$354K – – –
Capstone Investment Advisors
625
Capstone Investment Advisors
New York
$353K +$395K +30,429 New