We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
Everence Capital Management
Indiana
$971K – – –
RIM
502
Redpoint Investment Management
Australia
$970K – – –
JIP
503
Jaffetilchin Investment Partners
Florida
$967K -$42.4K -795 -4%
FCI
504
Financial Counselors Inc
Kansas
$965K – – –
ACA
505
Atlas Capital Advisors
Wyoming
$963K +$82.1K +1,541 +8%
GI
506
Gradient Investments
Minnesota
$947K -$6.82K -128 -0.6%
PWP
507
Private Wealth Partners
California
$947K – – –
BCV
508
Banque Cantonale Vaudoise
Switzerland
$946K +$458K +8,600 +75%
IWC
509
Integrated Wealth Concepts
Massachusetts
$942K -$248K -4,652 -19%
OA
510
Oxbow Advisors
Texas
$933K +$1.05M +19,703 New
CBTWT
511
Community Bank & Trust (Waco, Texas)
Texas
$926K +$78.8K +1,479 +8%
OC
512
Oppenheimer & Co
New York
$919K +$413K +7,752 +66%
FBFS
513
First Business Financial Services
Wisconsin
$908K -$68.4K -1,283 -6%
CICI
514
Capital Investment Counsel Inc
North Carolina
$903K – – –
CFB
515
Cullen/Frost Bankers
Texas
$899K -$2.77K -52 -0.3%
SCM
516
Stevens Capital Management
Pennsylvania
$893K -$1.3M -24,482 -56%
LC
517
LCNB Corp
Ohio
$886K +$34.9K +655 +4%
WR
518
WD Rutherford
Oregon
$877K +$804K +15,085 +437%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$867K +$193K +3,613 +25%
SC
520
Shay Capital
New York
$861K +$970K +18,200 New
NG
521
NatWest Group
United Kingdom
$858K -$213K -4,000 -18%
AG
522
Ascent Group
Virginia
$857K +$265K +4,965 +37%
LAM
523
L2 Asset Management
Massachusetts
$829K -$296K -5,553 -24%
FWCM
524
Ferguson Wellman Capital Management
Oregon
$829K +$205K +3,850 +28%
TAM
525
Tocqueville Asset Management
New York
$823K -$214K -4,018 -19%