We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DBG
1051
De Burlo Group
Massachusetts
$903K – – –
FPFS
1052
First Personal Financial Services
North Carolina
$898K -$24.9K -194 -3%
SCP
1053
Sandhill Capital Partners
New York
$891K +$2.83K +22 +0.3%
CL
1054
CPWM LLC
Washington
$890K +$119K +926 +15%
NFG
1055
Next Financial Group
Texas
$886K -$198K -1,538 -18%
AFG
1056
Albion Financial Group
Utah
$883K -$20.3K -158 -2%
CBTWT
1057
Community Bank & Trust (Waco, Texas)
Texas
$883K +$901K +7,010 New
SFSIG
1058
San Francisco Sentry Investment Group
California
$874K – – –
MSFP
1059
Mark Sheptoff Financial Planning
Connecticut
$861K -$29.1K -226 -3%
ACM
1060
Alethea Capital Management
Washington
$859K +$876K +6,817 New
PJSIMP
1061
P.J. Schmidt Investment Management (PJS)
Wisconsin
$854K -$69.2K -538 -7%
KIG
1062
Kovitz Investment Group
Illinois
$851K -$7.71K -60 -0.9%
SOAMC
1063
Spirit of America Management Corp
New York
$851K – – –
BCM
1064
BTR Capital Management
California
$850K -$46K -358 -5%
HTI
1065
Hikari Tsushin Inc
Japan
$844K – – –
NCM
1066
Narwhal Capital Management
Georgia
$844K – – –
REMPR
1067
Roof Eidam Maycock Peralta (REMP)
California
$844K – – –
VWM
1068
Venturi Wealth Management
Texas
$844K +$861K +6,698 New
BJL
1069
Brighton Jones LLC
Washington
$840K -$54.5K -424 -6%
ICRM
1070
Insight Capital Research & Management
California
$837K -$6.43K -50 -0.7%
PL
1071
Perpetual Ltd
Australia
$834K – – –
CCM
1072
Compass Capital Management
Minnesota
$833K – – –
GLRA
1073
Gerald L. Ray & Associates
Texas
$829K -$10.4K -81 -1%
OC
1074
Oakworth Capital
Alabama
$827K +$511K +3,973 +153%
GIA
1075
Granite Investment Advisors
New Hampshire
$826K – – –