We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CONA
801
Capital One National Association
New York
$396K +$36.6K +607 +11%
CCA
802
Checchi Capital Advisers
California
$394K -$36.7K -608 -9%
Carson Wealth (CWM LLC)
803
Carson Wealth (CWM LLC)
Nebraska
$393K -$30.7K -508 -8%
DPIM
804
Duff & Phelps Investment Management
Illinois
$393K -$8.75K -145 -2%
OAM
805
Occidental Asset Management
California
$390K -$302 -5 -0.1%
AssetMark Inc
806
AssetMark Inc
California
$389K -$10.8K -179 -3%
BCM
807
Breiter Capital Management
Florida
$387K +$358K +5,924 New
WF
808
WealthTrust Fairport
Ohio
$386K -$9.36K -155 -3%
BP
809
Ballentine Partners
Massachusetts
$384K -$29.5K -488 -8%
JCM
810
Jacobi Capital Management
Pennsylvania
$383K +$193K +3,198 +128%
FFBTD
811
First Financial Bank - Trust Division
Ohio
$382K -$17.3K -287 -5%
CF
812
Copperwynd Financial
Arizona
$381K +$352K +5,833 New
KFC
813
Klingenstein Fields & Co
New York
$380K
LFS
814
Legacy Financial Strategies
Kansas
$379K +$351K +5,813 New
CIBC World Market
815
CIBC World Market
Ontario, Canada
$377K -$1.02M -16,943 -75%
JIM
816
Jensen Investment Management
Oregon
$377K
WSTAM
817
Wilbanks Smith & Thomas Asset Management
Virginia
$376K -$32.4K -536 -9%
BCP
818
Berkeley Capital Partners
Georgia
$375K -$290K -4,808 -46%
VAS
819
Valicenti Advisory Services
New York
$374K -$9.06K -150 -3%
HCM
820
Howland Capital Management
Massachusetts
$372K
AWM
821
Altavista Wealth Management
North Carolina
$372K +$116K +1,918 +10%
HWP
822
Hefty Wealth Partners
Indiana
$369K -$706K -11,692 -67%
LOAME
823
Lombard Odier Asset Management (Europe)
United Kingdom
$369K +$342K +5,660 New
RGC
824
Roberts, Glore & Co
Illinois
$366K +$1.87K +31 +0.6%
SRC
825
Shufro Rose & Co
New York
$365K -$75.5K -1,250 -18%