We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1301
Robertson Stephens Wealth Management
California
$619K +$601K +4,454 New
CCM
1302
Chilton Capital Management
Texas
$616K +$206K +1,527 +53%
NEI
1303
Northwest & Ethical Investments
Ontario, Canada
$615K +$597K +4,425 New
BWM
1304
BerganKDV Wealth Management
Minnesota
$615K -$1.83M -13,563 -75%
MCM
1305
Maryland Capital Management
Maryland
$615K -$42.4K -314 -7%
MFG
1306
Magnus Financial Group
New York
$614K +$22.7K +168 +4%
LWANC
1307
Laurel Wealth Advisors (North Carolina)
North Carolina
$611K -$41.3K -306 -7%
TC
1308
Telemus Capital
Michigan
$611K -$13.5K -100 -2%
AIC
1309
Archer Investment Corporation
Indiana
$611K -$2.16K -16 -0.4%
EWM
1310
Endurance Wealth Management
Rhode Island
$610K -$69.2K -513 -10%
WC
1311
Whitney & Co
New York
$610K -$61.2K -454 -9%
HR
1312
Hayden Royal
North Carolina
$610K +$591K +4,385 New
BFG
1313
Beacon Financial Group
Texas
$609K -$28.2K -209 -4%
TIM
1314
Tortoise Investment Management
New York
$609K -$4.99K -37 -0.8%
CCM
1315
Coldstream Capital Management
Washington
$607K -$31.8K -236 -5%
HCP
1316
Holt Capital Partners
Texas
$606K – – –
SIM
1317
Sonora Investment Management
Arizona
$605K +$333K +2,466 +131%
VA
1318
Valmark Advisers
Ohio
$604K -$14.8K -110 -2%
HT
1319
Heritage Trust
Oklahoma
$600K – – –
CWS
1320
Cypress Wealth Services
California
$600K +$3.64K +27 +0.6%
BWP
1321
BSW Wealth Partners
Colorado
$595K +$6.34K +47 +1%
FSC
1322
Full Sail Capital
Oklahoma
$591K -$20.2K -150 -3%
BOS
1323
Bingham Osborn & Scarborough
California
$591K +$9.44K +70 +2%
CF
1324
Copperwynd Financial
Arizona
$590K +$75.9K +563 +14%
H
1325
HoyleCohen
California
$589K +$33.9K +251 +6%