We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
1026
Brighton Jones LLC
Washington
$360K -$30.5K -311 -8%
BIM
1027
Baldwin Investment Management
Pennsylvania
$360K +$98 +1 +0%
BC
1028
Burney Company
Virginia
$360K +$54.7K +559 +18%
WJA
1029
Williams Jones & Associates
New York
$359K -$7.34K -75 -2%
CC
1030
Curian Capital
Colorado
$358K -$642K -6,556 -64%
RIM
1031
Regent Investment Management
Kentucky
$357K -$66.6K -680 -16%
RC
1032
RBO & Co
California
$357K – – –
FPC
1033
Falcon Point Capital
California
$355K – – –
SFT
1034
Simmons First Trust
Arkansas
$353K +$354K +3,620 New
BL
1035
Balentine LLC
Georgia
$351K +$29.4K +300 +9%
MWAC
1036
Mariner Wealth Advisors (Cincinnati)
Ohio
$345K +$347K +3,546 New
CCA
1037
Conestoga Capital Advisors
Pennsylvania
$340K -$29.4K -300 -8%
SIM
1038
SSI Investment Management
California
$336K – – –
BP
1039
Ballentine Partners
Massachusetts
$336K +$21.8K +223 +7%
IT
1040
Independence Trust
Tennessee
$331K – – –
MVIP
1041
Mar Vista Investment Partners
California
$330K -$127K -1,297 -28%
HHGA
1042
Halbert Hargrove Global Advisors
California
$330K -$11.4K -116 -3%
AWM
1043
Altavista Wealth Management
North Carolina
$330K – – –
GCP
1044
GSA Capital Partners
United Kingdom
$328K -$1.96M -19,977 -86%
HSA
1045
HBK Sorce Advisory
Pennsylvania
$327K -$8.42K -86 -2%
CMANY
1046
Capital Management Associates (New York)
New York
$327K +$9.79K +100 +3%
MCM
1047
Manchester Capital Management
Vermont
$326K – – –
CC
1048
Courier Capital
New York
$322K – – –
KJHP
1049
K.J. Harrison & Partners
Ontario, Canada
$322K – – –
TCOT
1050
Trust Company of Toledo
Ohio
$321K – – –
40 41
42
43 44