We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1101
Lynch Asset Management
Pennsylvania
$870K +$385K +5,000 +78%
MWAM
1102
Manhattan West Asset Management
California
$865K +$236K +3,063 +37%
RPC
1103
Rossmore Private Capital
Connecticut
$861K -$394K -5,115 -31%
SFG
1104
Sather Financial Group
Texas
$859K -$24.3K -316 -3%
DCM
1105
Dudley Capital Management
Virginia
$855K -$32K -415 -4%
MCM
1106
MV Capital Management
Maryland
$850K +$17.3K +225 +2%
FAM
1107
Formidable Asset Management
Ohio
$849K -$15.3K -199 -2%
CICI
1108
Capital Investment Counsel Inc
North Carolina
$847K -$13.5K -175 -2%
PWM
1109
Perigon Wealth Management
California
$846K -$140K -1,812 -14%
ESCM
1110
Echo Street Capital Management
New York
$844K -$1.78M -23,132 -68%
PSC
1111
Prentiss Smith & Co
Vermont
$844K -$4K -52 -0.5%
SCA
1112
Stonebridge Capital Advisors
Minnesota
$844K +$13.9K +180 +2%
BMCM
1113
Bryn Mawr Capital Management
Pennsylvania
$841K +$10.4K +135 +1%
CW
1114
CreativeOne Wealth
Kansas
$839K +$20.4K +265 +2%
LC
1115
LCNB Corp
Ohio
$837K +$39.3K +510 +5%
OWM
1116
Opes Wealth Management
California
$837K -$86.3K -1,120 -9%
BOSSRA
1117
B.O.S.S. Retirement Advisors
Utah
$836K +$69.1K +897 +9%
HAI
1118
Hennessy Advisors Inc
California
$835K -$231K -3,000 -21%
SWM
1119
SeaCrest Wealth Management
New York
$833K -$53.1K -689 -6%
DT
1120
Diversified Trust
Tennessee
$832K -$260K -3,378 -24%
BHB
1121
Bank Hapoalim BM
Israel
$830K +$841K +10,924 New
MWM
1122
Mission Wealth Management
California
$826K -$32.3K -419 -4%
KCFA
1123
Key Client Fiduciary Advisors
New Jersey
$825K -$154 -2 -0%
BFS
1124
Bard Financial Services
Connecticut
$822K -$3.85K -50 -0.5%
CHC
1125
City Holding Co
West Virginia
$818K -$126K -1,640 -13%