We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1951
Obermeyer Wealth Partners
Colorado
$374K +$57.1K +1,484 +20%
RPC
1952
Rossmore Private Capital
Connecticut
$369K +$23.3K +606 +7%
CIC
1953
Chase Investment Counsel
Virginia
$369K +$47.4K +1,232 +16%
SLT
1954
St Louis Trust
Missouri
$367K -$334K -8,665 -50%
BIA
1955
BHK Investment Advisors
Alabama
$367K +$58K +1,506 +21%
WLIM
1956
White Lighthouse Investment Management
Massachusetts
$365K -$16.2K -421 -5%
WCM
1957
Wallace Capital Management
Texas
$365K
CAM
1958
Chesapeake Asset Management
New York
$363K -$5.97K -155 -2%
BI
1959
Bredin Investment
Delaware
$363K
SFFS
1960
Stonehage Fleming Financial Services
Jersey
$362K
CBB
1961
Citizens Business Bank
California
$361K +$7.51K +195 +2%
DCM
1962
Driehaus Capital Management
Illinois
$361K +$17.1K +444 +5%
GTAM
1963
Global Trust Asset Management
Florida
$361K +$193K +5,018 +139%
AAM
1964
Aureus Asset Management
Massachusetts
$360K +$231 +6 +0.1%
PP
1965
PDS Planning
Ohio
$360K +$72.8K +1,891 +28%
CA
1966
Continuum Advisory
Idaho
$354K -$7.66K -199 -2%
GIP
1967
Greatmark Investment Partners
Georgia
$354K +$97.4K +2,530 +43%
LPC
1968
Loeb Partners Corp
New York
$353K -$812K -21,080 -71%
AIM
1969
Advantage Investment Management
Iowa
$351K -$51.4K -1,336 -14%
HHGA
1970
Halbert Hargrove Global Advisors
California
$351K -$14.7K -381 -4%
SCM
1971
Sterneck Capital Management
Missouri
$350K -$101K -2,616 -24%
CCM
1972
Copeland Capital Management
Pennsylvania
$350K
AAM
1973
Ascension Asset Management
New York
$348K -$70.6K -1,834 -18%
BW
1974
Biegel & Waller
Maryland
$345K -$23.9K -620 -7%
TCM
1975
Tradewinds Capital Management
Washington
$345K +$11.2K +290 +4%