We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
201
Boyd Watterson Asset Management
Ohio
$229K +$246K +3,168 New
CAM
202
Carret Asset Management
New York
$220K -$38.9K -500 -14%
RBC
203
Ronald Blue & Co
Georgia
$220K +$236K +3,043 New
FIM
204
Freedom Investment Management
Connecticut
$219K +$21.2K +273 +10%
RJT
205
Raymond James Trust
Florida
$211K +$227K +2,925 New
BFA
206
BlackRock Fund Advisors
California
$207K -$15.9K -205 -7%
SWP
207
Stratos Wealth Partners
Ohio
$207K +$223K +2,871 New
MFS
208
MSI Financial Services
Massachusetts
$205K +$4.27K +55 +2%
RMDI
209
R.M. Davis Inc
Maine
$203K -$45.8K -590 -17%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$200K +$5.75K +74 +3%
JFGIW
211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K +$20.1K +259 +11%
FCM
212
Forester Capital Management
Illinois
$193K
MCM
213
Manchester Capital Management
Vermont
$193K +$64K +823 +44%
SEC
214
Seven Eight Capital
New York
$188K +$202K +2,600 New
RIM
215
Ranger International Management
Illinois
$151K
BPBT
216
Boston Private Bank & Trust
Massachusetts
$139K
ST
217
Smithfield Trust
Pennsylvania
$138K -$79.3K -1,020 -35%
LTFS
218
Ladenburg Thalmann Financial Services
Florida
$135K -$2.56K -33 -2%
HR
219
Howe & Rusling
New York
$130K
MHS
220
M Holdings Securities
Oregon
$94K +$101K +1,301 New
CFSG
221
Community Financial Services Group
Vermont
$87K
WTB
222
Washington Trust Bank
Washington
$81K
AIG
223
American International Group
New York
$80.7K -$92.5K -1,191 -52%
GT
224
Glenmede Trust
Pennsylvania
$80K
OA
225
OFI Advisors
Pennsylvania
$80K +$1.48K +19 +2%