We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1301
M&R Capital Management
New Jersey
$697K +$172 +1 +0%
MC
1302
Middleton & Co
Massachusetts
$695K +$25.5K +148 +4%
Kovitz Investment Group Partners
1303
Kovitz Investment Group Partners
Illinois
$695K +$51.5K +299 +8%
IC
1304
Intersect Capital
California
$694K -$1.03K -6 -0.2%
CCM
1305
Cox Capital Management
Massachusetts
$693K – – –
BCM
1306
Beck Capital Management
Texas
$693K +$172 +1 +0%
CBT
1307
Capital Bank & Trust
California
$692K – – –
CPO
1308
Cerity Partners OCIO
New York
$687K -$44.8K -260 -6%
SAM
1309
SignalPoint Asset Management
Missouri
$687K -$31K -180 -4%
EMB
1310
Elefante Mark B
$687K +$91.6K +532 +16%
GWM
1311
GSB Wealth Management
Connecticut
$685K -$30.8K -179 -4%
CL
1312
CPWM LLC
Washington
$684K +$30K +174 +5%
TFO
1313
Tarbox Family Office
California
$683K – – –
BWM
1314
Buckley Wealth Management
Nevada
$680K -$19.3K -112 -3%
CIM
1315
CIM Investment Management
Pennsylvania
$677K -$301K -1,749 -31%
SBWM
1316
Sunflower Bank Wealth Management
Arizona
$676K -$5.17K -30 -0.8%
FMLI
1317
Fukoku Mutual Life Insurance
Japan
$674K -$20.7K -120 -3%
WG
1318
Winton Group
United Kingdom
$671K -$541K -3,141 -45%
HCM
1319
Harvest Capital Management
New Hampshire
$658K – – –
PAM
1320
Private Asset Management
California
$657K -$85.8K -498 -12%
HK
1321
Horizon Kinetics
New York
$654K – – –
FAS
1322
Formuepleje A/S
Denmark
$653K +$639K +3,708 New
IWA
1323
Inspirion Wealth Advisors
Illinois
$652K +$19.3K +112 +3%
QCIG
1324
Quad-Cities Investment Group
Iowa
$650K – – –
WF
1325
WoodTrust Financial
Wisconsin
$646K -$517 -3 -0.1%