We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
776
Cutter & Co Brokerage
Missouri
$548K +$93.9K +1,221 +17%
CC
777
ClearArc Capital
Ohio
$547K -$1.05M -13,597 -62%
CCM
778
Coe Capital Management
Illinois
$545K +$634K +8,245 New
GJIC
779
Gamble Jones Investment Counsel
California
$542K – – –
CPIM
780
Columbia Partners Investment Management
Virginia
$542K +$632K +8,210 New
CM
781
Columbus Macro
Pennsylvania
$535K -$27.2K -354 -4%
LFS
782
Legacy Financial Strategies
Kansas
$534K +$23.9K +310 +4%
BHWM
783
Bar Harbor Wealth Management
New Hampshire
$531K -$45.9K -597 -7%
AR
784
Advisory Research
Illinois
$530K -$17.2M -223,334 -97%
FFA
785
First Foundation Advisors
California
$530K +$617K +8,016 New
FM
786
Family Management
New York
$529K – – –
AF
787
Ally Financial
Michigan
$529K +$616K +8,000 New
AIM
788
Anchor Investment Management
South Carolina
$529K -$262K -3,400 -30%
IIM
789
Ipswich Investment Management
Massachusetts
$528K +$42.7K +555 +7%
GT
790
Greenleaf Trust
Michigan
$525K -$18.4K -239 -3%
Fiera Capital (Canada)
791
Fiera Capital (Canada)
Quebec, Canada
$524K -$12.8K -166 -2%
FAS
792
Formuepleje A/S
Denmark
$520K +$605K +7,869 New
SGA
793
Strategic Global Advisors
California
$514K -$400K -5,197 -40%
RBFC
794
Roman Butler Fullerton & Co
Missouri
$513K +$578K +7,507 New
KWM
795
Kingsview Wealth Management
Oregon
$503K +$20.4K +265 +4%
FLPIM
796
F.L. Putnam Investment Management
Massachusetts
$500K -$333K -4,332 -36%
PCFFS
797
Pacific Center for Financial Services
California
$497K +$538K +6,996 +1,345%
AT
798
Arden Trust
Delaware
$496K +$68.9K +896 +14%
APG
799
Abacus Planning Group
South Carolina
$494K -$2.08K -27 -0.4%
JFL
800
Jarislowsky, Fraser Ltd
Quebec, Canada
$493K -$28.4K -369 -5%