We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Coastline Trust
Rhode Island
$648K – – –
Douglass Winthrop Advisors
477
Douglass Winthrop Advisors
New York
$646K – – –
First Manhattan
478
First Manhattan
New York
$639K +$1.06K +17 +0.1%
FIM
479
Frontier Investment Management
Texas
$638K -$29.5K -475 -4%
BWM
480
Buckley Wealth Management
Nevada
$634K -$6.21K -100 -0.8%
CWA Asset Management Group
481
CWA Asset Management Group
Florida
$633K +$63.8K +1,027 +10%
CCM
482
Cohen Capital Management
California
$632K – – –
OneDigital Investment Advisors
483
OneDigital Investment Advisors
Kansas
$630K +$559 +9 +0.1%
Avantax Advisory Services
484
Avantax Advisory Services
Texas
$629K +$724K +11,660 New
PM
485
Penbrook Management
New York
$620K – – –
AMI
486
Amica Mutual Insurance
Rhode Island
$617K – – –
Carnegie Investment Counsel
487
Carnegie Investment Counsel
Ohio
$617K +$411K +6,625 +138%
SWM
488
Segment Wealth Management
Texas
$611K -$306K -4,921 -30%
Ameritas Investment Partners
489
Ameritas Investment Partners
Nebraska
$611K – – –
NFG
490
Nations Financial Group
Iowa
$610K -$14.3K -231 -2%
JIC
491
Joel Isaacson & Co
New York
$603K +$626K +10,086 New
TCOO
492
Trust Company of Oklahoma
Oklahoma
$589K +$12.1K +195 +2%
BCFA
493
BP Capital Fund Advisors
Texas
$584K +$192K +3,095 +39%
ABTD
494
Arvest Bank Trust Division
Oklahoma
$577K +$16.5K +266 +3%
Welch Group
495
Welch Group
Alabama
$568K – – –
ZCA
496
Zeke Capital Advisors
Pennsylvania
$562K -$287K -4,617 -31%
FTIOP
497
Fiduciary Trust International of Pennsylvania
Pennsylvania
$562K -$184K -2,970 -22%
AP
498
Advisor Partners
California
$561K -$57.4K -925 -8%
MFW
499
Mosaic Family Wealth
Missouri
$559K -$10.9K -176 -2%
WKWM
500
Walter & Keenan Wealth Management
Indiana
$557K – – –