We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2301
Martin Investment Management
Florida
$240K -$95.4K -1,836 -28%
CTA
2302
Colonial Trust Advisors
South Carolina
$239K -$47.2K -908 -16%
UTC
2303
Unified Trust Company
Kentucky
$239K -$26.8K -516 -10%
PCMC
2304
Private Capital Management (Colorado)
Colorado
$239K -$6.5K -125 -3%
CFC
2305
Coyle Financial Counsel
Illinois
$239K
S
2306
Surevest
California
$239K
SPL
2307
Smart Portfolios LLC
Washington
$238K
BWL
2308
Bogart Wealth LLC
Virginia
$238K +$36.5K +702 +18%
BMO
2309
Beck Mack & Oliver
New York
$236K
SAM
2310
Security Asset Management
New York
$236K
WG
2311
Watchman Group
Texas
$235K +$10.4K +200 +5%
SWP
2312
Summit Wealth Partners
Florida
$233K
CVM
2313
Cheviot Value Management
California
$233K -$14.8K -284 -6%
BWA
2314
Burt Wealth Advisors
Maryland
$232K +$156 +3 +0.1%
FPGK
2315
Financial Partners Group (Kansas)
Kansas
$232K +$233K +4,479 New
AC
2316
Alley Company
Illinois
$231K
LWIC
2317
Leith Wheeler Investment Counsel
British Columbia, Canada
$231K +$232K +4,456 New
SCM
2318
Sterneck Capital Management
Missouri
$230K
TWM
2319
Tolleson Wealth Management
Texas
$230K
Financial Engines Advisors
2320
Financial Engines Advisors
California
$230K +$230K +4,433 New
SIC
2321
Sigma Investment Counselors
Michigan
$229K -$441K -8,488 -66%
WCWM
2322
Willow Creek Wealth Management
California
$228K -$35K -674 -13%
MGAM
2323
McGowan Group Asset Management
Texas
$227K +$228K +4,380 New
MSR
2324
Main Street Research
Connecticut
$226K -$206K -3,956 -47%
BF
2325
Blankinship & Foster
California
$226K