We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$401K +$67.4K +1,868 +19%
BCM
327
Buckhead Capital Management
Georgia
$388K +$1.59K +44 +0.4%
QCM
328
Quantinno Capital Management
New York
$384K -$283K -7,846 -41%
CAAS
329
Capital Asset Advisory Services
Michigan
$374K -$180K -4,990 -32%
M&T Bank
330
M&T Bank
New York
$361K -$108K -2,987 -22%
ZIC
331
ZWJ Investment Counsel
Georgia
$353K -$5.01K -139 -1%
T
332
TCWP
Ohio
$350K +$1.7K +47 +0.5%
BFP
333
Briaud Financial Planning
Texas
$347K +$300K +8,311 New
RFC
334
Regions Financial Corp
Alabama
$346K
MFG
335
Menard Financial Group
Texas
$345K +$359K +9,939 New
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$342K +$9.31K +258 +3%
MFAM
337
Motley Fool Asset Management
Virginia
$336K -$8.15K -226 -2%
EWA
338
EverSource Wealth Advisors
Alabama
$335K -$42.8K -1,185 -11%
HCM
339
Hengehold Capital Management
Ohio
$335K
MAM
340
Meeder Asset Management
Ohio
$333K -$13.4K -372 -4%
DC
341
Davenport & Co
Virginia
$329K +$16.7K +464 +5%
SS
342
Sunbelt Securities
Texas
$324K -$39K -1,081 -10%
FL
343
Fort LP
Maryland
$322K -$209K -5,798 -38%
RBFC
344
Roman Butler Fullerton & Co
Missouri
$320K +$866 +24 +0.3%
SW
345
SVB Wealth
Massachusetts
$319K +$332K +9,197 New
HNB
346
Huntington National Bank
Ohio
$318K -$1.8K -50 -0.5%
SCM
347
SevenOneSeven Capital Management
Pennsylvania
$317K -$268K -7,433 -45%
AR
348
Apeiron RIA
Texas
$314K +$311K +8,631 New
V
349
Veritable
Delaware
$310K -$289 -8 -0.1%
First Manhattan
350
First Manhattan
New York
$310K