We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
601
Valley Wealth Managers
New Jersey
$3.86M +$267K +14,415 +7%
WCM
602
Windward Capital Management
California
$3.85M +$32.6K +1,760 +0.8%
WAOTB
603
Wealth Advisors of Tampa Bay
Florida
$3.83M +$223K +12,061 +6%
WT
604
Whittier Trust
California
$3.77M -$878K -47,462 -18%
CAM
605
Carret Asset Management
New York
$3.76M +$108K +5,821 +3%
HSA
606
HBK Sorce Advisory
Pennsylvania
$3.76M +$468K +25,282 +14%
CFG
607
Citizens Financial Group
Rhode Island
$3.76M -$7.55K -408 -0.2%
OCAM
608
Onex Canada Asset Management
Ontario, Canada
$3.76M +$3.89M +210,503 New
WJWM
609
Williams Jones Wealth Management
New York
$3.75M +$118K +6,380 +3%
BL
610
BCWM LLC
Kansas
$3.74M +$76.7K +4,143 +2%
TYCC
611
Texas Yale Capital Corp
Florida
$3.73M -$216K -11,671 -5%
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$3.72M +$2.01M +108,397 +108%
BCM
613
BTR Capital Management
California
$3.71M -$13.5K -731 -0.4%
ZIG
614
Zurich Insurance Group
Switzerland
$3.7M
WCMN
615
Westchester Capital Management (Nebraska)
Nebraska
$3.69M -$26.5K -1,430 -0.7%
PMAM
616
Penn Mutual Asset Management
Pennsylvania
$3.67M +$65.2K +3,522 +2%
GIA
617
Gladstone Institutional Advisory
Florida
$3.67M +$767K +41,451 +25%
CWM
618
Cornerstone Wealth Management
Missouri
$3.66M +$144K +7,783 +4%
CK
619
Cohen Klingenstein
New York
$3.66M
NIMI
620
Natixis Investment Managers International
France
$3.65M +$3.78M +204,535 New
AWM
621
Avitas Wealth Management
California
$3.65M +$3.78M +204,256 New
LFAS
622
Level Four Advisory Services
Texas
$3.64M -$136K -7,339 -3%
JIC
623
Johnson Investment Counsel
Ohio
$3.62M +$3.75M +202,825 New
SSWM
624
Smith Salley Wealth Management
North Carolina
$3.62M +$141K +7,644 +4%
KCM
625
Kanawha Capital Management
Virginia
$3.6M +$283K +15,285 +8%