We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CB
601
Community Bank
New York
$235K – – –
UF
602
Univest Financial
Pennsylvania
$235K – – –
PP
603
Prudential plc
United Kingdom
$234K -$544K -5,500 -71%
IRF
604
IBM Retirement Fund
New York
$234K -$37.7K -381 -14%
CS
605
Cannell & Spears
New York
$232K – – –
HI
606
Hudock Inc
Pennsylvania
$232K +$395 +4 +0.2%
TFO
607
Tarbox Family Office
California
$231K – – –
NAM
608
NTV Asset Management
West Virginia
$228K +$297 +3 +0.1%
DSC
609
Duncker Streett & Co
Missouri
$224K – – –
SWK
610
Stephen W. Kidder
$224K – – –
SJIC
611
St. James Investment Company
Texas
$222K +$215K +2,175 New
AssetMark Inc
612
AssetMark Inc
California
$221K -$59.3K -600 -22%
DT
613
Diversified Trust
Tennessee
$218K +$212K +2,141 New
Capital Fund Management (CFM)
614
Capital Fund Management (CFM)
France
$217K +$210K +2,128 New
IUHSA
615
Itau Unibanco Holding S.A.
Brazil
$216K -$137K -1,387 -40%
GWCM
616
Godshalk Welsh Capital Management
Pennsylvania
$214K +$208K +2,100 New
PTC
617
Private Trust Company
Ohio
$213K +$207K +2,090 New
SF
618
Synovus Financial
Georgia
$212K +$3.95K +40 +2%
RIM
619
Regent Investment Management
Kentucky
$211K +$205K +2,073 New
SSWM
620
Smith Salley Wealth Management
North Carolina
$209K +$202K +2,048 New
OC
621
Oarsman Capital
Wisconsin
$209K +$203K +2,050 New
FA
622
FMA Advisory
Pennsylvania
$206K +$200K +2,024 New
SWMG
623
Sanchez Wealth Management Group
Florida
$206K +$200K +2,027 New
HIM
624
HughesLittle Investment Management
$204K – – –
BEC
625
Blue Edge Capital
Virginia
$204K +$198K +2,000 New