We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
SVB Wealth
Massachusetts
$727K +$11.8K +151 +2%
William Blair & Company
152
William Blair & Company
Illinois
$722K -$114K -1,460 -14%
BG
153
Bahl & Gaynor
Ohio
$721K +$32.8K +421 +5%
KIA
154
KCM Investment Advisors
California
$694K -$9.73K -125 -1%
SCM
155
SOL Capital Management
Maryland
$692K
PAI
156
Pittenger & Anderson Inc
Nebraska
$672K
ACM
157
Apex Capital Management
Ohio
$672K +$212K +2,721 +48%
CA
158
Commerzbank Aktiengesellschaft
Germany
$643K +$623K +8,000 New
CAL
159
Capital Analysts LLC
Pennsylvania
$638K +$29.1K +374 +5%
NGA
160
Naples Global Advisors
Florida
$600K -$27.6K -355 -5%
IPC
161
Independent Portfolio Consultants
Florida
$595K -$15.6K -200 -3%
JSAM
162
J. Safra Asset Management
New York
$590K -$1.95K -25 -0.3%
HTC
163
Haverford Trust Company
Pennsylvania
$578K -$15.6K -200 -3%
Mariner
164
Mariner
Kansas
$573K +$318K +4,082 +134%
BF
165
BOK Financial
Oklahoma
$566K +$10.9K +140 +2%
RHBC
166
R.H. Bluestein & Co
Michigan
$563K -$233K -3,000 -30%
JMH
167
J.M. Hartwell
New York
$556K -$31.1K -400 -5%
CS
168
Credential Securities
$542K +$267K +3,427 +103%
BC
169
Burney Company
Virginia
$541K +$20.2K +260 +4%
FIM
170
Freedom Investment Management
Connecticut
$522K +$92K +1,182 +22%
P
171
Pitcairn
Pennsylvania
$514K -$3.66K -47 -0.7%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$502K +$67.2K +863 +16%
OC
173
Oppenheimer & Co
New York
$501K -$8.95K -115 -2%
CCM
174
Cribstone Capital Management
Maine
$497K -$222K -2,850 -32%
CCA
175
Checchi Capital Advisers
California
$490K +$20.9K +269 +5%