We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1251
Montecito Bank & Trust
California
$637K +$622K +7,585 New
CISOA
1252
Capital Investment Services of America
Wisconsin
$636K – – –
SC
1253
Schulhoff & Co
Ohio
$635K +$1.89K +23 +0.3%
WP
1254
WMS Partners
Maryland
$633K +$11.6K +142 +2%
CAI
1255
Capital Advisors Inc
Oklahoma
$630K -$284K -3,466 -32%
EM
1256
Excalibur Management
Massachusetts
$622K -$20.5K -250 -3%
GWCM
1257
Godshalk Welsh Capital Management
Pennsylvania
$615K +$12.3K +150 +2%
WEC
1258
Winslow Evans & Crocker
Massachusetts
$610K -$45.2K -552 -7%
SBWIC
1259
Schaper Benz & Wise Investment Counsel
Wisconsin
$609K -$372K -4,534 -38%
OCM
1260
One Capital Management
California
$606K -$20.9K -255 -3%
RIG
1261
Renaissance Investment Group
Massachusetts
$606K – – –
Group One Trading
1262
Group One Trading
Illinois
$606K +$148K +1,800 +33%
TBNY
1263
Trustco Bank (New York)
New York
$605K – – –
CBTWT
1264
Community Bank & Trust (Waco, Texas)
Texas
$602K – – –
UR
1265
USCA RIA
Texas
$600K -$24.6K -300 -4%
CCM
1266
Coldstream Capital Management
Washington
$594K +$168K +2,052 +41%
KA
1267
KLCM Advisors
Wisconsin
$592K -$14.8K -180 -2%
IA
1268
IndexIQ Advisors
New York
$589K +$285K +3,479 +98%
FCB
1269
First Command Bank
Texas
$585K +$572K +6,975 New
FCFS
1270
First Command Financial Services
Texas
$585K +$572K +6,975 New
IP
1271
Intellectus Partners
California
$583K +$566K +6,909 New
PA
1272
Parallel Advisors
California
$580K +$567K +6,914 New
TF
1273
Tompkins Financial
New York
$578K – – –
PMG
1274
ProVise Management Group
Florida
$578K +$82 +1 +0%
DHFB
1275
Dixon Hubard Feinour & Brown
Virginia
$574K -$28.4K -347 -5%