We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
1301
American Money Management
California
$532K -$3.28K -40 -0.6%
ST
1302
Sentinel Trust
Texas
$531K
Lido Advisors
1303
Lido Advisors
California
$527K +$514K +6,276 New
PFS
1304
Prospera Financial Services
Texas
$524K -$19.5K -238 -4%
BP
1305
Ballentine Partners
Massachusetts
$523K +$93.4K +1,140 +22%
IWMPD
1306
Integrated Wealth Management (Palm Desert)
California
$521K -$5.82K -71 -1%
SCM
1307
Sterneck Capital Management
Missouri
$517K +$23.4K +286 +5%
CSM
1308
CAMG Solamere Management
North Carolina
$517K +$509K +6,208 New
SS
1309
Sunbelt Securities
Texas
$507K -$35.6K -434 -7%
SC
1310
Savant Capital
Illinois
$501K -$4.1K -50 -0.8%
ZCI
1311
Zevenbergen Capital Investments
Washington
$500K -$12.3K -150 -2%
BCM
1312
Boltwood Capital Management
California
$499K +$4.1K +50 +0.8%
BPM
1313
Bowling Portfolio Management
Ohio
$496K -$26K -317 -5%
ACA
1314
Anchor Capital Advisors
Massachusetts
$495K -$2.61M -31,900 -84%
MCM
1315
Manchester Capital Management
Vermont
$495K -$520K -6,350 -52%
MCM
1316
McRae Capital Management
New Jersey
$494K +$53.8K +656 +13%
HIC
1317
Hartline Investment Corp
Illinois
$490K -$29.9K -365 -6%
SBSB
1318
Sullivan, Bruyette, Speros & Blaney
Virginia
$489K -$14.6K -178 -3%
BHB
1319
Bank Hapoalim BM
Israel
$483K +$250K +3,045 +112%
CL
1320
CPWM LLC
Washington
$481K +$2.46K +30 +0.5%
VNA
1321
VNBTrust National Association
Virginia
$473K -$820 -10 -0.2%
MSS
1322
Mitchell Sinkler & Starr
Pennsylvania
$470K
RW
1323
Rand Wealth
Maryland
$470K
SCP
1324
Syntal Capital Partners
Texas
$470K +$458K +5,584 New
UFF
1325
USA Financial Formulas
Michigan
$468K +$457K +5,573 New