We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DR
1951
Davis Rea
Ontario, Canada
$218K
FCM
1952
Fairbanks Capital Management
California
$218K
TI
1953
Truehand Inc
New Hampshire
$218K
VFP
1954
Verus Financial Partners
Virginia
$217K -$171K -1,205 -45%
CAM
1955
Cidel Asset Management
Ontario, Canada
$217K +$211K +1,483 New
FFG
1956
Ford Financial Group
California
$217K +$212K +1,491 New
WI
1957
WrapManager Inc
California
$216K -$46.8K -330 -18%
VCAM
1958
Van Cleef Asset Management
Ohio
$216K +$210K +1,481 New
HCM
1959
Hillman Capital Management
Maryland
$215K +$209K +1,469 New
FNT
1960
First Nebraska Trust
Nebraska
$214K -$17K -120 -8%
FPB
1961
First PREMIER Bank
South Dakota
$214K
VC
1962
Vestor Capital
Illinois
$214K
EFL
1963
ERn Financial LLC
Wisconsin
$214K +$208K +1,462 New
COCM
1964
Charter Oak Capital Management
New Hampshire
$214K +$208K +1,463 New
AIG
1965
American International Group
New York
$213K -$37.2M -261,972 -15%
CWM
1966
Chronos Wealth Management
Florida
$213K +$207K +1,456 New
OFG
1967
Oxford Financial Group
Indiana
$213K +$207K +1,458 New
NIM
1968
Nicollet Investment Management
Minnesota
$213K +$207K +1,460 New
OWP
1969
Obermeyer Wealth Partners
Colorado
$212K +$206K +1,448 New
1WM
1970
1900 Wealth Management
Texas
$212K +$206K +1,451 New
LWPC
1971
Legacy Wealth Partners (California)
California
$212K +$206K +1,453 New
TA
1972
TFG Advisers
Michigan
$211K -$78.6K -554 -28%
B
1973
Bellecapital
Switzerland
$211K +$205K +1,441 New
GA
1974
GoalVest Advisory
New York
$211K +$205K +1,446 New
PBO
1975
Peoples Bank (Ohio)
Ohio
$211K +$205K +1,447 New