We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
Trilogy Capital
California
$3K +$2.71K +150 New
GAM
152
Gemmer Asset Management
California
$3K +$2.99K +165 New
CFD
153
Creative Financial Designs
Indiana
$2K
TL
154
TrueWealth LLC
Georgia
$2K
WC
155
Whitnell & Co
Illinois
$1K
FHA
156
First Horizon Advisors
Tennessee
$1K +$452 +25 +33%
IFAM
157
Institutional & Family Asset Management
Colorado
$1K +$543 +30 New
ASN
158
Advisory Services Network
Georgia
$1K +$905 +50 New
NAM
159
NorthCoast Asset Management
Connecticut
-$551K -32,480 Closed
WIS
160
Wright Investors Service
Connecticut
-$438K -25,855 Closed
LC
161
Lourd Capital
California
-$312K -18,430 Closed
Nuveen
162
Nuveen
North Carolina
-$241K -14,235 Closed
BWAM
163
Boyd Watterson Asset Management
Ohio
-$206K -12,160 Closed
BL
164
Balentine LLC
Georgia
-$38K -2,220 Closed
Schroder Investment Management Group
165
Schroder Investment Management Group
United Kingdom
-$22K -1,300 Closed
BBHC
166
Brown Brothers Harriman & Co
New York
-$15K -885 Closed
CA
167
Calton & Associates
Florida
-$10K -550 Closed
PWM
168
Paulson Wealth Management
Illinois
-$9K -520 Closed
WA
169
Winfield Associates
Ohio
-$7K -400 Closed
RPC
170
Rossmore Private Capital
Connecticut
-$3.81K -225 Closed
SPI
171
Santori & Peters Inc
Pennsylvania
-$2K -135 Closed