We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Symphony Asset Management
California
$854K -$109K -1,543 -12%
CI
502
Cigna Investments
Connecticut
$854K +$42.5K +600 +5%
IA
503
IFP Advisors
Florida
$843K +$814K +11,507 New
MWM
504
Meridian Wealth Management
Kentucky
$841K -$1.06K -15 -0.1%
FTIOP
505
Fiduciary Trust International of Pennsylvania
Pennsylvania
$841K +$17.7K +250 +2%
AMIM
506
Aull & Monroe Investment Management
Alabama
$829K
BBHC
507
Brown Brothers Harriman & Co
New York
$825K +$199K +2,807 +33%
RCA
508
Rowland Carmichael Advisors
Arizona
$818K -$24.3K -344 -3%
DWA
509
Douglass Winthrop Advisors
New York
$811K
RA
510
RFG Advisory
Alabama
$809K -$3.4K -48 -0.4%
CCM
511
Cohen Capital Management
California
$798K -$62.2K -879 -8%
VLKIM
512
Van Lanschot Kempen Investment Management
Netherlands
$793K -$32.8K -464 -4%
PL
513
Plancorp LLC
Missouri
$793K
EAM
514
Erste Asset Management
Austria
$792K +$764K +10,800 New
DC
515
Davenport & Co
Virginia
$783K -$13.9K -197 -2%
ECM
516
Everence Capital Management
Indiana
$775K
WG
517
Welch Group
Alabama
$775K
SFP
518
Shepherd Financial Partners
Massachusetts
$769K +$739K +10,441 New
RB
519
Rodgers Brothers
Pennsylvania
$755K +$354 +5 +0%
NFG
520
Next Financial Group
Texas
$755K +$279K +3,945 +63%
FI
521
FormulaFolio Investments
Michigan
$752K +$58.1K +821 +9%
FCI
522
Financial Counselors Inc
Kansas
$749K +$333K +4,699 +86%
BWM
523
Buckley Wealth Management
Nevada
$748K +$4.25K +60 +0.6%
MAFM
524
Mid Atlantic Financial Management
Pennsylvania
$747K +$200K +2,828 +39%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$744K +$714K +10,090 New