We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CM
651
Capula Management
Cayman Islands
$237K +$218K +11,520 New
CFB
652
Cullen/Frost Bankers
Texas
$236K -$2.46K -130 -1%
BMO
653
Beck Mack & Oliver
New York
$234K -$11.4K -600 -5%
SBL
654
Sargent Bickham Lagudis
Colorado
$234K +$531 +28 +0.2%
AWA
655
ARS Wealth Advisors
Florida
$233K +$133 +7 +0.1%
WS
656
Wedbush Securities
California
$230K -$2.1K -111 -1%
TIA
657
Tiemann Investment Advisors
California
$230K – – –
DADC
658
D.A. Davidson & Co
Montana
$228K +$210K +11,083 New
GAM
659
GQ Asset Management
New York
$227K +$209K +11,028 New
SCM
660
SKBA Capital Management
California
$225K -$5.54M -292,200 -96%
VFA
661
Valeo Financial Advisors
Indiana
$224K -$30.8K -1,628 -13%
LS
662
Livforsakringsbolaget Skandia
Sweden
$223K -$144K -7,600 -41%
TCPWM
663
Traverso Chambers Private Wealth Management
California
$221K -$42.4K -2,239 -17%
SA
664
swisspartners Advisors
Switzerland
$220K +$203K +10,721 New
WF
665
Welch & Forbes
Massachusetts
$219K – – –
WA
666
Wealth Architects
California
$218K -$140K -7,399 -41%
S
667
SignatureFD
Georgia
$218K -$23.2K -1,225 -10%
PNC
668
Park National Corp
Ohio
$218K -$21.3K -1,125 -10%
CWS
669
Cypress Wealth Services
California
$218K +$1.52K +80 +0.8%
SCM
670
Shelton Capital Management
Colorado
$215K -$1.09M -57,378 -85%
ACP
671
Ashfield Capital Partners
California
$214K – – –
BHWM
672
Bar Harbor Wealth Management
New Hampshire
$213K – – –
AW
673
Alpha Windward
Massachusetts
$212K – – –
GVAG
674
Great Valley Advisor Group
Delaware
$212K +$1.14K +60 +0.6%
CGL
675
Clarius Group LLC
Washington
$212K +$188K +9,909 New