We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1201
DF Dent & Co
Maryland
$1.27M -$37.7K -1,265 -3%
CL
1202
Choreo LLC
Illinois
$1.27M +$1.24M +41,621 New
PTC
1203
Philadelphia Trust Company
Pennsylvania
$1.26M -$25.5K -854 -2%
SWM
1204
SVA Wealth Management
Wisconsin
$1.25M +$180K +6,023 +17%
WIL
1205
Winifred I. Li
$1.24M +$202K +6,773 +20%
MPWT
1206
MassMutual Private Wealth & Trust
Connecticut
$1.22M +$124K +4,150 +12%
MM
1207
Midas Management
New York
$1.22M
RC
1208
Roundview Capital
New Jersey
$1.22M -$60.7K -2,035 -5%
KTC
1209
Kistler-Tiffany Companies
Pennsylvania
$1.21M +$16.7K +559 +1%
FFA
1210
Fragasso Financial Advisors
Pennsylvania
$1.21M +$14.1K +474 +1%
LC
1211
Loews Corp
New York
$1.21M
BDF
1212
Balasa Dinverno & Foltz
$1.2M +$32.2K +1,079 +3%
RB
1213
Rodgers Brothers
Pennsylvania
$1.2M +$40.8K +1,370 +4%
CIC
1214
Carnegie Investment Counsel
Ohio
$1.19M -$19.6K -656 -2%
BIM
1215
Bridgecreek Investment Management
Oklahoma
$1.19M -$8.05K -270 -0.7%
SC
1216
Saybrook Capital
North Carolina
$1.19M
FWCM
1217
First Western Capital Management
California
$1.19M +$302K +10,121 +35%
SAM
1218
Strategy Asset Managers
California
$1.18M -$56.1K -1,882 -5%
SJIM
1219
St. Johns Investment Management
Florida
$1.18M +$1.16M +38,762 New
CHC
1220
City Holding Co
West Virginia
$1.18M -$20.4K -685 -2%
AIM
1221
Arcadia Investment Management
Michigan
$1.18M +$629K +21,080 +120%
SSWM
1222
Sheets Smith Wealth Management
North Carolina
$1.17M +$5.01K +168 +0.4%
GLI
1223
Guardian Life Insurance
New York
$1.17M -$27.3K -916 -2%
NERM
1224
New England Research & Management
Illinois
$1.16M +$228K +7,641 +25%
MCWS
1225
McKinley Carter Wealth Services
West Virginia
$1.15M -$1.07M -35,729 -49%