We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1826
Beverly Hills Private Wealth
California
$14.4M -$567K -4,508 -5%
BSHC
1827
Breed's Hill Capital
Massachusetts
$14.4M -$5.41K -43 -0%
EFG
1828
Embree Financial Group
Illinois
$14.4M +$157K +1,246 +1%
TCM
1829
Thames Capital Management
New Jersey
$14.3M
MYIA
1830
Mount Yale Investment Advisors
Colorado
$14.3M +$373K +2,962 +3%
CFP
1831
Cascade Financial Partners
California
$14.2M -$220K -1,748 -2%
QP
1832
Quartz Partners
New York
$14.2M +$708K +5,628 +7%
SA
1833
Strategic Advocates
Utah
$14.2M +$482K +3,830 +4%
MAWCM
1834
Mine & Arao Wealth Creation & Management
California
$14.2M -$415K -3,300 -4%
BWM
1835
BigSur Wealth Management
Florida
$14.2M +$116K +924 +1%
RIP
1836
Reliant Investment Partners
North Carolina
$14.2M -$45.4K -361 -0.4%
LS
1837
Leelyn Smith
Illinois
$14.2M -$312K -2,479 -3%
DSA
1838
Davis Selected Advisers
Arizona
$14.1M +$11.2M +89,135 New
CPA
1839
Capital Planning Advisors
California
$14.1M -$143K -1,135 -1%
XWM
1840
Xcel Wealth Management
Florida
$14M -$165K -1,310 -1%
SAM
1841
SP Asset Management
California
$14M -$632K -5,025 -5%
DCM
1842
DGS Capital Management
New Jersey
$14M +$486K +3,858 +5%
DWA
1843
Dorsey Wright & Associates
California
$14M -$2.78M -22,096 -20%
BCL
1844
Bracebridge Capital LLC
Massachusetts
$14M -$3.56M -28,319 -24%
SMC
1845
Smith, Moore & Co
Missouri
$14M -$696K -5,528 -6%
BIP
1846
Blue Investment Partners
California
$13.9M
CNC
1847
Citizens & Northern Corp
Pennsylvania
$13.9M -$867K -6,888 -7%
MMPW
1848
Mitchell McLeod Pugh & Williams
Alabama
$13.9M +$175K +1,393 +2%
LJHT
1849
Laurie J. Hall Trustee
$13.9M -$152K -1,206 -1%
ISB
1850
Iowa State Bank
Iowa
$13.9M +$87.2K +693 +0.8%