We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
451
Trust Investment Advisors
Indiana
$731K +$15.1K +600 +2%
WTC
452
WhitTier Trust Company
Nevada
$727K +$67.2K +2,672 +12%
DIM
453
DC Investments Management
Virginia
$725K +$641K +25,480 New
FBFS
454
First Business Financial Services
Wisconsin
$719K -$8.32K -331 -1%
Baird Financial Group
455
Baird Financial Group
Wisconsin
$716K -$1.51M -60,220 -71%
CCMG
456
Clark Capital Management Group
Pennsylvania
$716K +$25.3K +1,008 +4%
CA
457
Cornerstone Advisors
North Carolina
$711K -$352K -14,000 -36%
BFA
458
Benedict Financial Advisors
Georgia
$703K +$81.7K +3,251 +15%
V
459
Veritable
Delaware
$700K +$47K +1,870 +8%
CICI
460
Capital Investment Counsel Inc
North Carolina
$697K -$22.6K -900 -4%
BF
461
BOK Financial
Oklahoma
$691K -$18K -715 -3%
HW
462
Hedeker Wealth
Illinois
$678K +$629 +25 +0.1%
LWM
463
Lenox Wealth Management
Ohio
$676K +$120K +4,765 +25%
Cerity Partners
464
Cerity Partners
New York
$670K +$94.7K +3,768 +19%
GH
465
GAM Holding
Switzerland
$656K +$106K +4,210 +22%
BA
466
Boston Advisors
Massachusetts
$648K -$96.6K -3,840 -14%
JIM
467
Jensen Investment Management
Oregon
$642K – – –
DC
468
Davenport & Co
Virginia
$640K -$5.86K -233 -1%
YMRC
469
Yorktown Management & Research Company
Virginia
$637K +$563K +22,400 New
SBWM
470
Sunflower Bank Wealth Management
Arizona
$636K -$29.2K -1,160 -5%
GT
471
Greenleaf Trust
Michigan
$630K +$145K +5,748 +35%
DI
472
Diligent Investors
California
$627K -$51.1K -2,033 -8%
AP
473
Advisor Partners
California
$621K +$95.6K +3,803 +21%
HSA
474
HBK Sorce Advisory
Pennsylvania
$620K +$31.7K +1,262 +6%
CGI
475
CI Global Investments
California
$618K +$546K +21,720 New