We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
Mitchell Capital Management
Kansas
$454K +$105K +543 +34%
ZF
702
Zhang Financial
Michigan
$446K
RC
703
RegentAtlantic Capital
New Jersey
$445K +$113K +584 +39%
TF
704
Trek Financial
Arizona
$439K +$400K +2,069 New
PBO
705
Peoples Bank (Ohio)
Ohio
$435K +$3.86K +20 +1%
PA
706
Parallel Advisors
California
$434K +$64.9K +336 +20%
NAM
707
Nexpoint Asset Management
Texas
$424K -$193K -1,000 -33%
GIM
708
Goelzer Investment Management
Indiana
$424K
PG
709
Proffitt & Goodson
Tennessee
$422K -$47.7K -247 -11%
Kovitz Investment Group Partners
710
Kovitz Investment Group Partners
Illinois
$420K
WJWM
711
Williams Jones Wealth Management
New York
$418K
EWM
712
Evercore Wealth Management
New York
$415K -$17.8K -92 -4%
CBB
713
Citizens Business Bank
California
$414K -$328K -1,700 -47%
UCFA
714
United Capital Financial Advisors
Texas
$413K -$238K -1,235 -39%
WB
715
Webster Bank
Connecticut
$413K
AC
716
Athanor Capital
New York
$410K +$373K +1,934 New
PA
717
Pinnacle Associates
New York
$408K -$40K -207 -10%
DLA
718
Douglas Lane & Associates
New York
$404K -$5.79K -30 -2%
CWM
719
Chesapeake Wealth Management
Virginia
$400K -$6.76K -35 -2%
HIC
720
Holderness Investments Company
North Carolina
$399K
BMC
721
Benin Management Corp
Connecticut
$398K -$9.66K -50 -3%
HPC
722
HM Payson & Co
Maine
$398K
BMC
723
Beaton Management Company
Massachusetts
$397K
AP
724
Appleton Partners
Massachusetts
$396K
CT
725
Chicago Trust
Illinois
$395K -$52.9K -274 -13%