We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1701
One Wealth Advisors
California
$635K -$14.9K -194 -2%
HCM
1702
Hudson Capital Management
New Jersey
$634K -$97.3K -1,271 -14%
PBO
1703
Peoples Bank (Ohio)
Ohio
$633K -$5.67K -74 -0.9%
HIM
1704
Hillsdale Investment Management
Ontario, Canada
$633K -$2.37K -31 -0.4%
SMH
1705
Sanders Morris Harris
Texas
$633K +$601K +7,844 New
NB
1706
Nicolet Bankshares
Wisconsin
$631K -$71.1K -929 -11%
MSR
1707
Main Street Research
Connecticut
$629K +$36.8K +480 +7%
BCM
1708
Bluefin Capital Management
New York
$629K +$602K +7,860 New
BSB
1709
Bangor Savings Bank
Maine
$628K -$53.8K -702 -8%
IP
1710
Investment Partners
Ohio
$628K -$22.7K -296 -4%
SPC
1711
Stewart & Patten Company
California
$628K +$77 +1 +0%
GLI
1712
Guardian Life Insurance
New York
$627K +$2.68K +35 +0.4%
JWBC
1713
J.W. Burns & Co
New York
$625K +$153 +2 +0%
CMO
1714
Covenant Multifamily Offices
Texas
$622K +$595K +7,776 New
SCI
1715
Stableford Capital II
Arizona
$620K -$14K -183 -2%
GC
1716
Gratus Capital
Georgia
$620K +$2.3K +30 +0.4%
BCWM
1717
Blue Chip Wealth Management
Florida
$619K +$1.99K +26 +0.3%
TCM
1718
Traynor Capital Management
Pennsylvania
$618K -$216K -2,820 -27%
FAM
1719
Fenimore Asset Management
New York
$616K +$4.44K +58 +0.8%
FHC
1720
First Heartland Consultants
Missouri
$616K +$45K +588 +8%
DE
1721
Day & Ennis
Georgia
$615K +$321K +4,192 +120%
GEA
1722
Glen Eagle Advisors
New Jersey
$613K -$5.05K -66 -0.9%
WP
1723
WealthPLAN Partners
Nebraska
$612K -$92.7K -1,211 -14%
VST
1724
Van Strum & Towne
California
$611K -$14.5K -189 -2%
IGGA
1725
Iron Gate Global Advisors
Utah
$611K +$383 +5 +0.1%